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Bruce G. Allen Investments’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Bruce G. Allen Investments’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 		$181K Buy
+4,332
New +$182K 0.12% 87
2025
Q1 		– Sell
-2,875
Closed -$77.9K – 1113
2024
Q4 		$77.9K Buy
+2,875
New +$81K 0.06% 180

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

Bruce G. Allen Investments's IVLU Position: Q2 2026 in Review

Bruce G. Allen Investments opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 4,332 shares worth $181K. The stake represents 0.12% of the portfolio and ranks #87 among its holdings. This is a return to the name: Bruce G. Allen Investments previously reported a position in IVLU as recently as Q4 2024.

Bruce G. Allen Investments first reported a position in IVLU in Q4 2024 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Bruce G. Allen Investments held 4,332 shares of iShares MSCI Intl Value Factor ETF worth $181K as of Q2 2026.
  • iShares MSCI Intl Value Factor ETF was a new Bruce G. Allen Investments position in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.12% of Bruce G. Allen Investments's portfolio in Q2 2026, its #87 holding.
  • Bruce G. Allen Investments first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.