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

Baron 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 		$563K Buy
13,469
+207
+2% +$8.68K 0.15% 101
2026
Q1 		$526K Buy
13,262
+2,571
+24% +$104K 0.16% 90
2025
Q4 		$407K Buy
10,691
+1,926
+22% +$70.6K 0.13% 127
2025
Q3 		$311K Buy
8,765
+713
+9% +$24.5K 0.1% 151
2025
Q2 		$265K Buy
+8,052
New +$253K 0.09% 158

Other funds holding IVLU

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

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

Baron Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.6% in Q2 2026, buying an estimated $8.68K and bringing the position to 13,469 shares worth $563K. The position accounts for 0.15% of the portfolio, ranked #101.

Baron Wealth Management first reported a position in IVLU in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Baron Wealth Management held 13,469 shares of iShares MSCI Intl Value Factor ETF worth $563K as of Q2 2026.
  • Baron Wealth Management bought 207 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $8.68K.
  • iShares MSCI Intl Value Factor ETF made up 0.15% of Baron Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Baron Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.