YWM
Yoder Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39M | Sell |
32,146
-458
| -1% | -$19.8K | 0.72% | 40 |
|
2025
Q1 | $1.29M | Sell |
32,604
-260
| -0.8% | -$10.3K | 0.73% | 39 |
|
2024
Q4 | $1.22M | Sell |
32,864
-212
| -0.6% | -$7.87K | 0.67% | 42 |
|
2024
Q3 | $1.37M | Sell |
33,076
-1,825
| -5% | -$75.7K | 0.82% | 34 |
|
2024
Q2 | $1.36M | Hold |
34,901
| – | – | 0.88% | 34 |
|
2024
Q1 | $1.38M | Hold |
34,901
| – | – | 0.9% | 31 |
|
2023
Q4 | $1.31M | Sell |
34,901
-2,152
| -6% | -$80.8K | 0.93% | 31 |
|
2023
Q3 | $1.25M | Sell |
37,053
-600
| -2% | -$20.2K | 1.03% | 29 |
|
2023
Q2 | $1.34M | Sell |
37,653
-982
| -3% | -$35K | 1.06% | 28 |
|
2023
Q1 | $1.36M | Buy |
+38,635
| New | +$1.36M | 1.13% | 28 |
|