IRONWOOD WEALTH MANAGEMENT, INC. IVLU Holdings History
IRONWOOD WEALTH MANAGEMENT, INC.'s iShares MSCI Intl Value Factor ETF Holding Summary
As of 2025-06-30, IRONWOOD WEALTH MANAGEMENT, INC. held 277,158.00 shares of iShares MSCI Intl Value Factor ETF(IVLU), totaling $9.14 Mil. This investment constitutes 4.32% of their stock portfolio, and IRONWOOD WEALTH MANAGEMENT, INC. now holds 0.4% of the outstanding iShares MSCI Intl Value Factor ETF(IVLU) stock.
The initial trade took place in 2021Q3. And since then IRONWOOD WEALTH MANAGEMENT, INC. has made 8 purchases of IVLU, at an average price of $25.90, for a total of 300,632.00 shares. In addition, there have been 8 sales at an average price of $28.39 for 23,474.00 shares. Based on historical transaction data and IVLU's current price of $33.88, IRONWOOD WEALTH MANAGEMENT, INC.'s estimated gain on his IVLU holdings is $2.27 Mil, reflecting a 29.16% gain to date.
IRONWOOD WEALTH MANAGEMENT, INC. IVLU ($33.88) Holding Chart
IRONWOOD WEALTH MANAGEMENT, INC. IVLU ($33.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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