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Bell Investment Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Bell Investment Advisors’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 		$2.89M Sell
68,994
-20,540
-23% -$861K 0.42% 33
2026
Q1 		$3.55M Sell
89,534
-2,161
-2% -$87.2K 0.56% 32
2025
Q4 		$3.49M Buy
91,695
+22,468
+32% +$823K 0.55% 32
2025
Q3 		$2.46M Buy
69,227
+5,593
+9% +$192K 0.4% 34
2025
Q2 		$2.09M Buy
63,634
+12,754
+25% +$401K 0.36% 37
2025
Q1 		$1.54M Sell
50,880
-2,094
-4% -$61K 0.29% 38
2024
Q4 		$1.44M Sell
52,974
-1,136
-2% -$32K 0.27% 42
2024
Q3 		$1.6M Sell
54,110
-7,847
-13% -$223K 0.29% 37
2024
Q2 		$1.7M Sell
61,957
-63
-0.1% -$1.78K 0.33% 38
2024
Q1 		$1.75M Sell
62,020
-2,418
-4% -$64.9K 0.34% 37
2023
Q4 		$1.71M Buy
64,438
+721
+1% +$18.3K 0.35% 37
2023
Q3 		$1.62M Sell
63,717
-7,372
-10% -$190K 0.36% 34
2023
Q2 		$1.81M Sell
71,089
-32
-0% -$808 0.4% 31
2023
Q1 		$1.76M Buy
71,121
+1,411
+2% +$34.7K 0.41% 29
2022
Q4 		$1.62M Sell
69,710
-7,257
-9% -$160K 0.4% 30
2022
Q3 		$1.52M Sell
76,967
-19,215
-20% -$419K 0.47% 29
2022
Q2 		$2.13M Buy
+96,182
New +$2.33M 0.65% 25
2021
Q4 		$1.4M Buy
55,048
+1,226
+2% +$31.5K 0.38% 34
2021
Q3 		$1.38M Buy
+53,822
New +$1.39M 0.41% 33

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bell Investment Advisors's IVLU Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 23% in Q2 2026, selling an estimated $861K and leaving 68,994 shares worth $2.89M. The position accounts for 0.42% of the portfolio, ranked #33.

Bell Investment Advisors first reported a position in IVLU in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.55M in Q1 2026. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Bell Investment Advisors held 68,994 shares of iShares MSCI Intl Value Factor ETF worth $2.89M as of Q2 2026.
  • Bell Investment Advisors sold 20,540 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $861K.
  • iShares MSCI Intl Value Factor ETF made up 0.42% of Bell Investment Advisors's portfolio in Q2 2026, its #33 holding.
  • Bell Investment Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's iShares MSCI Intl Value Factor ETF position peaked at $3.55M in Q1 2026.
  • 378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.