Quantum Portfolio Management LLC IVLU Holdings History
Quantum Portfolio Management LLC's iShares MSCI Intl Value Factor ETF Holding Summary
As of 2025-03-31, Quantum Portfolio Management LLC held 30,218.00 shares of iShares MSCI Intl Value Factor ETF(IVLU), totaling $915,910.00. This investment constitutes 0.46% of their stock portfolio, and Quantum Portfolio Management LLC now holds 0.05% of the outstanding iShares MSCI Intl Value Factor ETF(IVLU) stock.
The initial trade took place in 2023Q4. And since then Quantum Portfolio Management LLC has made 3 purchases of IVLU, at an average price of $25.52, for a total of 81,136.00 shares. In addition, there have been 2 sales at an average price of $29.15 for 50,918.00 shares. Based on historical transaction data and IVLU's current price of $32.56, Quantum Portfolio Management LLC's estimated gain on his IVLU holdings is $397,491.39, reflecting a 19.20% gain to date.
Quantum Portfolio Management LLC IVLU ($32.56) Holding Chart
Quantum Portfolio Management LLC IVLU ($32.56) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
