Aurelius Family Office’s iShares International Developed Small Cap Value Factor ETF ISVL Stock Holding History

Aurelius Family Office’s Portfolio ISVL Stock Details ISVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$682K	Buy	13,554 +5,562	+70%	+$285K	0.27%	32
2026 Q1	$385K	Sell	7,992 -40	-0.5%	-$2K	0.17%	38
2025 Q4	$389K	Sell	8,032 -275	-3%	-$12.6K	0.17%	38
2025 Q3	$376K	Sell	8,307 -519	-6%	-$22.6K	0.17%	38
2025 Q2	$371K	Buy	8,826 +380	+4%	+$14.9K	0.18%	38
2025 Q1	$313K	Sell	8,446 -225	-3%	-$8.1K	0.16%	40
2024 Q4	$297K	Buy	+8,671	New	+$312K	0.15%	38

Other funds holding ISVL

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PAA

Peregrine Asset Advisers Portland, Oregon $461M AUM 43.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

VWA

Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Aurelius Family Office's ISVL Position: Q2 2026 in Review

Aurelius Family Office increased its iShares International Developed Small Cap Value Factor ETF (ISVL) stake by 70% in Q2 2026, buying an estimated $285K and bringing the position to 13,554 shares worth $682K. The position accounts for 0.27% of the portfolio, ranked #32.

Aurelius Family Office first reported a position in ISVL in Q4 2024 and has held it in 7 quarters since. 28 funds tracked by Wall St. Rank hold ISVL as of Q2 2026.

Aurelius Family Office held 13,554 shares of iShares International Developed Small Cap Value Factor ETF worth $682K as of Q2 2026.
Aurelius Family Office bought 5,562 iShares International Developed Small Cap Value Factor ETF shares in Q2 2026, an estimated $285K.
iShares International Developed Small Cap Value Factor ETF made up 0.27% of Aurelius Family Office's portfolio in Q2 2026, its #32 holding.
Aurelius Family Office first reported a position in iShares International Developed Small Cap Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
28 funds tracked by Wall St. Rank held iShares International Developed Small Cap Value Factor ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.