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Alpine Bank Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Alpine Bank Wealth Management’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 		$11.8K Buy
+283
New +$11.9K ﹤0.01% 372
2025
Q4 		– Sell
-283
Closed -$10K – 281
2025
Q3 		$10K Buy
+283
New +$9.72K ﹤0.01% 383

Other funds holding IVLU

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
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

Alpine Bank Wealth Management's IVLU Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 283 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in IVLU as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in IVLU in Q3 2025 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Alpine Bank Wealth Management held 283 shares of iShares MSCI Intl Value Factor ETF worth $11.8K as of Q2 2026.
  • iShares MSCI Intl Value Factor ETF was a new Alpine Bank Wealth Management position in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #372 holding.
  • Alpine Bank Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.