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Advisornet Financial’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Advisornet Financial’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 		$113K Buy
2,708
+99
+4% +$4.15K 0.01% 832
2026
Q1 		$104K Sell
2,609
-1
-0% -$40 0.01% 814
2025
Q4 		$99.3K Buy
2,610
+39
+2% +$1.43K 0.01% 822
2025
Q3 		$91.2K Hold
2,571
– – 0.01% 818
2025
Q2 		$84.6K Buy
2,571
+45
+2% +$1.42K 0.01% 807
2025
Q1 		$76.5K Buy
2,526
+88
+4% +$2.56K 0.01% 798
2024
Q4 		$66.1K Buy
2,438
+32
+1% +$901 0.01% 801
2024
Q3 		$71K Hold
2,406
– – 0.01% 790
2024
Q2 		$66K Buy
2,406
+456
+23% +$12.9K 0.01% 741
2024
Q1 		$55K Sell
1,950
-60,550
-97% -$1.63M 0.01% 782
2023
Q4 		$1.66M Buy
62,500
+525
+0.8% +$13.4K 0.15% 158
2023
Q3 		$1.57M Hold
61,975
– – 0.14% 153
2023
Q2 		$1.58M Hold
61,975
– – 0.13% 160
2023
Q1 		$1.54M Hold
61,975
– – 0.14% 153
2022
Q4 		$1.44M Sell
61,975
-808
-1% -$17.8K 0.14% 159
2022
Q3 		$1.24M Buy
62,783
+59,988
+2,146% +$1.31M 0.12% 179
2022
Q2 		$62K Buy
2,795
+840
+43% +$20.3K 0.01% 807
2022
Q1 		$50K Buy
1,955
+1,950
+39,000% +$50.5K ﹤0.01% 969
2021
Q4 		$0 Hold
5
– – ﹤0.01% 2090
2021
Q3 		$0 Hold
5
– – ﹤0.01% 1940
2021
Q2 		$0 Hold
5
– – ﹤0.01% 1829
2021
Q1 		$0 Hold
5
– – ﹤0.01% 1784
2020
Q4 		$0 Hold
5
– – ﹤0.01% 1749
2020
Q3 		$0 Hold
5
– – ﹤0.01% 1803
2020
Q2 		$0 Hold
5
– – ﹤0.01% 1843
2020
Q1 		$0 Buy
+5
New +$109 ﹤0.01% 1856

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

Advisornet Financial's IVLU Position: Q2 2026 in Review

Advisornet Financial increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 3.8% in Q2 2026, buying an estimated $4.15K and bringing the position to 2,708 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #832.

Advisornet Financial first reported a position in IVLU in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.66M in Q4 2023. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Advisornet Financial held 2,708 shares of iShares MSCI Intl Value Factor ETF worth $113K as of Q2 2026.
  • Advisornet Financial bought 99 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $4.15K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #832 holding.
  • Advisornet Financial first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Advisornet Financial's iShares MSCI Intl Value Factor ETF position peaked at $1.66M in Q4 2023.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.