WealthShield Partners’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
Q1 | – | Sell |
-4,477
| Closed | -$121K | – | 542 |
|
|
2024
Q4 | $121K | Buy |
+4,477
| New | +$121K | 0.02% | 321 |
|
|
2023
Q2 | – | Sell |
-524
| Closed | -$13K | – | 493 |
|
|
2023
Q1 | $13K | Buy |
+524
| New | +$13K | ﹤0.01% | 434 |
|
|
2022
Q1 | – | Sell |
-23,912
| Closed | -$608K | – | 355 |
|
|
2021
Q4 | $608K | Buy |
+23,912
| New | +$608K | 0.1% | 177 |
|