BAM Wealth Management
IVLU icon

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
Q3 		$231K Hold
5,375
– – 0.12% 177
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

BAM Wealth Management's IVLU Position: Q3 2026 in Review

BAM Wealth Management held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q3 2026 at 5,375 shares worth $231K. The position accounts for 0.12% of the portfolio, ranked #177.

BAM Wealth Management first reported a position in IVLU in Q4 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • BAM Wealth Management held 5,375 shares of iShares MSCI Intl Value Factor ETF worth $231K as of Q3 2026.
  • BAM Wealth Management left its iShares MSCI Intl Value Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.12% of BAM Wealth Management's portfolio in Q3 2026, its #177 holding.
  • BAM Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.