Apella Capital
IVLU icon

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

Apella Capital’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
Q3 		$281K Buy
6,650
+34
+0.5% +$1.48K ﹤0.01% 647
2026
Q2 		$280K Hold
6,616
– – ﹤0.01% 599
2026
Q1 		$279K Buy
6,616
+472
+8% +$19.1K ﹤0.01% 572
2025
Q4 		$234K Buy
+6,144
New +$225K ﹤0.01% 486

Other funds holding IVLU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Meridian Financial Partners
Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Apella Capital's IVLU Position: Q3 2026 in Review

Apella Capital increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.51% in Q3 2026, buying an estimated $1.48K and bringing the position to 6,650 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Apella Capital first reported a position in IVLU in Q4 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Apella Capital held 6,650 shares of iShares MSCI Intl Value Factor ETF worth $281K as of Q3 2026.
  • Apella Capital bought 34 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $1.48K.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #647 holding.
  • Apella Capital first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.