WBH Advisory’s iShares Core MSCI Total International Stock ETF IXUS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.95M | Buy |
64,042
+825
| +1% | +$63.8K | 0.42% | 53 |
|
2025
Q1 | $4.41M | Sell |
63,217
-28
| -0% | -$1.96K | 0.41% | 54 |
|
2024
Q4 | $4.18M | Sell |
63,245
-1,144
| -2% | -$75.7K | 0.39% | 57 |
|
2024
Q3 | $4.68M | Sell |
64,389
-5,641
| -8% | -$410K | 0.44% | 52 |
|
2024
Q2 | $4.73M | Buy |
70,030
+949
| +1% | +$64.1K | 0.48% | 52 |
|
2024
Q1 | $4.69M | Buy |
69,081
+729
| +1% | +$49.5K | 0.48% | 48 |
|
2023
Q4 | $4.44M | Buy |
68,352
+6,015
| +10% | +$391K | 0.49% | 49 |
|
2023
Q3 | $3.74M | Sell |
62,337
-105
| -0.2% | -$6.3K | 0.46% | 55 |
|
2023
Q2 | $3.91M | Buy |
62,442
+242
| +0.4% | +$15.2K | 0.46% | 55 |
|
2023
Q1 | $3.85M | Buy |
+62,200
| New | +$3.85M | 0.48% | 53 |
|
2022
Q3 | $3.49M | Buy |
68,621
+5,387
| +9% | +$274K | 0.5% | 49 |
|
2022
Q2 | $3.53M | Sell |
63,234
-415
| -0.7% | -$23.2K | 0.47% | 51 |
|
2022
Q1 | $4M | Buy |
63,649
+6,461
| +11% | +$406K | 0.49% | 49 |
|
2021
Q4 | $4.06M | Buy |
57,188
+1,924
| +3% | +$136K | 0.46% | 54 |
|
2021
Q3 | $3.92M | Buy |
55,264
+1,746
| +3% | +$124K | 0.53% | 45 |
|
2021
Q2 | $3.87M | Buy |
53,518
+670
| +1% | +$48.4K | 0.57% | 44 |
|
2021
Q1 | $3.71M | Buy |
52,848
+982
| +2% | +$69K | 0.6% | 43 |
|
2020
Q4 | $3.66M | Buy |
51,866
+1,437
| +3% | +$101K | 0.63% | 39 |
|
2020
Q3 | $2.94M | Buy |
50,429
+570
| +1% | +$33.3K | 0.59% | 40 |
|
2020
Q2 | $2.72M | Sell |
49,859
-1,431
| -3% | -$78K | 0.66% | 41 |
|
2020
Q1 | $2.41K | Buy |
51,290
+34,479
| +205% | +$1.62K | 0.57% | 39 |
|
2019
Q4 | $1.04M | Sell |
16,811
-39
| -0.2% | -$2.41K | 0.21% | 99 |
|
2019
Q3 | $973K | Buy |
16,850
+1,314
| +8% | +$75.9K | 0.22% | 101 |
|
2019
Q2 | $911K | Buy |
15,536
+631
| +4% | +$37K | 0.21% | 106 |
|
2019
Q1 | $865K | Sell |
14,905
-235
| -2% | -$13.6K | 0.21% | 107 |
|
2018
Q4 | $795 | Buy |
15,140
+8,296
| +121% | +$436 | 0.19% | 108 |
|
2018
Q3 | $412K | Buy |
6,844
+62
| +0.9% | +$3.73K | 0.1% | 166 |
|
2018
Q2 | $407K | Buy |
6,782
+420
| +7% | +$25.2K | 0.11% | 161 |
|
2018
Q1 | $401K | Sell |
6,362
-30
| -0.5% | -$1.89K | 0.11% | 163 |
|
2017
Q4 | $403K | Sell |
6,392
-189
| -3% | -$11.9K | 0.11% | 161 |
|
2017
Q3 | $401K | Buy |
6,581
+635
| +11% | +$38.7K | 0.11% | 156 |
|
2017
Q2 | $341K | Buy |
5,946
+215
| +4% | +$12.3K | 0.1% | 168 |
|
2017
Q1 | $313K | Buy |
5,731
+122
| +2% | +$6.66K | 0.09% | 178 |
|
2016
Q4 | $283K | Buy |
5,609
+224
| +4% | +$11.3K | 0.09% | 183 |
|
2016
Q3 | $281K | Buy |
5,385
+120
| +2% | +$6.26K | 0.1% | 179 |
|
2016
Q2 | $257K | Sell |
5,265
-245
| -4% | -$12K | 0.1% | 165 |
|
2016
Q1 | $272K | Buy |
5,510
+471
| +9% | +$23.3K | 0.09% | 163 |
|
2015
Q4 | $249 | Buy |
5,039
+224
| +5% | +$11 | 0.09% | 167 |
|
2015
Q3 | $235K | Buy |
4,815
+715
| +17% | +$34.9K | 0.1% | 166 |
|
2015
Q2 | $225K | Buy |
4,100
+225
| +6% | +$12.3K | 0.09% | 180 |
|
2015
Q1 | $214 | Buy |
+3,875
| New | +$214 | 0.06% | 200 |
|