Brookstone Capital Management
IVLU icon

Brookstone Capital Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Brookstone Capital 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 		$213K Sell
4,976
-710
-12% -$30.9K ﹤0.01% 1246
2026
Q2 		$238K Buy
+5,686
New +$238K ﹤0.01% 1184

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Wealth Enhancement Advisory Services
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High Probability Advisors
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Foster Group
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Heck Capital Advisors
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Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Brookstone Capital Management's IVLU Position: Q3 2026 in Review

Brookstone Capital Management reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 12% in Q3 2026, selling an estimated $30.9K and leaving 4,976 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Brookstone Capital Management first reported a position in IVLU in Q2 2026 and has held it in 2 quarters since. The position peaked at $238K in Q2 2026. 104 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Brookstone Capital Management held 4,976 shares of iShares MSCI Intl Value Factor ETF worth $213K as of Q3 2026.
  • Brookstone Capital Management sold 710 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $30.9K.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1246 holding.
  • Brookstone Capital Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Brookstone Capital Management's iShares MSCI Intl Value Factor ETF position peaked at $238K in Q2 2026.
  • 104 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.