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

BAM 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 		$225K Hold
5,375
– – 0.14% 156
2026
Q1 		$213K Sell
5,375
-13
-0.2% -$525 0.16% 147
2025
Q4 		$205K Buy
+5,388
New +$197K 0.15% 157

Other funds holding IVLU

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
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

BAM Wealth Management's IVLU Position: Q2 2026 in Review

BAM Wealth Management held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 5,375 shares worth $225K. The position accounts for 0.14% of the portfolio, ranked #156.

BAM Wealth Management first reported a position in IVLU in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • BAM Wealth Management held 5,375 shares of iShares MSCI Intl Value Factor ETF worth $225K as of Q2 2026.
  • BAM Wealth Management left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.14% of BAM Wealth Management's portfolio in Q2 2026, its #156 holding.
  • BAM Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.