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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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. 378 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.
378 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.