Asset Dedication LLC’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Asset Dedication LLC’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	$76.3K	Buy	+1,780	New	+$77.5K	﹤0.01%	440

Other funds holding IVLU

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Asset Dedication LLC's IVLU Position: Q3 2026 in Review

Asset Dedication LLC opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2026: 1,780 shares worth $76.3K. The stake represents ﹤0.01% of the portfolio and ranks #440 among its holdings.

185 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

Asset Dedication LLC held 1,780 shares of iShares MSCI Intl Value Factor ETF worth $76.3K as of Q3 2026.
iShares MSCI Intl Value Factor ETF was a new Asset Dedication LLC position in Q3 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q3 2026, its #440 holding.
185 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Asset Dedication LLC's 13F filing for Q3 2026, filed 3 Nov 2026.