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Alliance Wealth Advisors (Utah)’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Alliance Wealth Advisors (Utah)’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
Q1 		$23.5M Buy
591,926
+213,934
+57% +$8.64M 5.08% 5
2025
Q4 		$14.4M Buy
377,992
+351,811
+1,344% +$12.9M 3.12% 5
2025
Q3 		$929K Buy
+26,181
New +$899K 0.22% 126

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s IVLU Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 57% in Q1 2026, buying an estimated $8.64M and bringing the position to 591,926 shares worth $23.5M. The position accounts for 5.08% of the portfolio, ranked #5.

Alliance Wealth Advisors (Utah) first reported a position in IVLU in Q3 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

  • Alliance Wealth Advisors (Utah) held 591,926 shares of iShares MSCI Intl Value Factor ETF worth $23.5M as of Q1 2026.
  • Alliance Wealth Advisors (Utah) bought 213,934 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $8.64M.
  • iShares MSCI Intl Value Factor ETF made up 5.08% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #5 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • 372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.