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Avantax Planning Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Avantax Planning Partners’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 		$239K Hold
6,031
– – 0.01% 390
2025
Q4 		$229K Hold
6,031
– – 0.01% 394
2025
Q3 		$214K Buy
+6,031
New +$207K 0.01% 410

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SAI
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LPL Financial
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Bank of America
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Morgan Stanley
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Focus Partners Wealth
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Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return