KFG WEALTH MANAGEMENT, LLC IVLU Holdings History
KFG WEALTH MANAGEMENT, LLC's iShares MSCI Intl Value Factor ETF Holding Summary
As of 2025-06-30, KFG WEALTH MANAGEMENT, LLC held - shares of iShares MSCI Intl Value Factor ETF(IVLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and KFG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding iShares MSCI Intl Value Factor ETF(IVLU) stock.
The initial trade took place in 2025Q1. And since then KFG WEALTH MANAGEMENT, LLC has made 1 purchases of IVLU, at an average price of $29.15, for a total of 83,794.00 shares. In addition, there have been 1 sales at an average price of $31.44 for 83,794.00 shares. Based on historical transaction data and IVLU's current price of $33.01, KFG WEALTH MANAGEMENT, LLC's estimated gain on his IVLU holdings is $191,888.26, reflecting a 7.86% gain to date.
KFG WEALTH MANAGEMENT, LLC IVLU ($33.01) Holding Chart
KFG WEALTH MANAGEMENT, LLC IVLU ($33.01) 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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