WealthGarden F.S.’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$719K Sell
21,830
-76
-0.3% -$2.5K 0.6% 55
2025
Q1
$664K Sell
21,906
-5,662
-21% -$172K 0.64% 58
2024
Q4
$747K Buy
27,568
+347
+1% +$9.41K 0.7% 48
2024
Q3
$804K Buy
27,221
+240
+0.9% +$7.09K 0.78% 39
2024
Q2
$740K Buy
+26,981
New +$740K 0.78% 41