ACA
IVLU icon

Ackerman Capital Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Ackerman Capital Advisors’s Portfolio IVLU Stock Details IVLU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.9M Sell
379,084
-327
-0.1% -$13.7K 3.19% 8
2026
Q1 		$15.1M Buy
379,411
+1,092
+0.3% +$44.1K 3.08% 9
2025
Q4 		$14.4M Sell
378,319
-10,746
-3% -$394K 2.89% 9
2025
Q3 		$13.8M Sell
389,065
-24,368
-6% -$837K 2.89% 9
2025
Q2 		$13.6M Buy
413,433
+2,455
+0.6% +$77.2K 3.16% 9
2025
Q1 		$12.5M Sell
410,978
-920
-0.2% -$26.8K 3.29% 8
2024
Q4 		$11.2M Sell
411,898
-3,046
-0.7% -$85.8K 2.93% 9
2024
Q3 		$12.3M Sell
414,944
-7,787
-2% -$221K 3.16% 8
2024
Q2 		$11.6M Sell
422,731
-6,475
-2% -$183K 3.07% 8
2024
Q1 		$12.1M Sell
429,206
-2,766
-0.6% -$74.3K 3.35% 8
2023
Q4 		$11.5M Sell
431,972
-35,643
-8% -$907K 3.21% 8
2023
Q3 		$11.9M Sell
467,615
-26,493
-5% -$682K 3.3% 8
2023
Q2 		$12.6M Sell
494,108
-1,701
-0.3% -$43K 3.26% 7
2023
Q1 		$12.3M Sell
495,809
-14,088
-3% -$346K 3.19% 6
2022
Q4 		$11.8M Buy
+509,897
New +$11.2M 3.17% 8

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ackerman Capital Advisors's IVLU Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.09% in Q2 2026, selling an estimated $13.7K and leaving 379,084 shares worth $15.9M. The position accounts for 3.19% of the portfolio, ranked #8.

Ackerman Capital Advisors first reported a position in IVLU in Q4 2022 and has held it in 15 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Ackerman Capital Advisors held 379,084 shares of iShares MSCI Intl Value Factor ETF worth $15.9M as of Q2 2026.
  • Ackerman Capital Advisors sold 327 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $13.7K.
  • iShares MSCI Intl Value Factor ETF made up 3.19% of Ackerman Capital Advisors's portfolio in Q2 2026, its #8 holding.
  • Ackerman Capital Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Ackerman Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.