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

Cambridge Investment Research 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	$7.7M	Sell	184,125 -490,389	-73%	-$20.6M	0.02%	802
2026 Q1	$26.8M	Buy	674,514 +598,434	+787%	+$24.2M	0.07%	292
2025 Q4	$2.9M	Buy	76,080 +40,776	+115%	+$1.49M	0.01%	1234
2025 Q3	$1.25M	Buy	35,304 +6,981	+25%	+$240K	﹤0.01%	1874
2025 Q2	$932K	Buy	28,323 +14,514	+105%	+$457K	﹤0.01%	2009
2025 Q1	$419K	Buy	13,809 +172	+1%	+$5.01K	﹤0.01%	2599
2024 Q4	$370K	Sell	13,637 -223	-2%	-$6.28K	﹤0.01%	2666
2024 Q3	$409K	Buy	13,860 +114	+0.8%	+$3.24K	﹤0.01%	2569
2024 Q2	$377K	Buy	13,746 +2,194	+19%	+$61.8K	﹤0.01%	2525
2024 Q1	$326K	Buy	11,552 +557	+5%	+$15K	﹤0.01%	2633
2023 Q4	$291K	Buy	+10,995	New	+$280K	﹤0.01%	2615
2023 Q2	–	Sell	-9,021	Closed	-$224K	–	3238
2023 Q1	$224K	Buy	+9,021	New	+$222K	﹤0.01%	2736

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

Cambridge Investment Research Advisors's IVLU Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 73% in Q2 2026, selling an estimated $20.6M and leaving 184,125 shares worth $7.7M. The position accounts for 0.02% of the portfolio, ranked #802.

Cambridge Investment Research Advisors first reported a position in IVLU in Q1 2023 and has held it in 12 quarters since. The position peaked at $26.8M in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Cambridge Investment Research Advisors held 184,125 shares of iShares MSCI Intl Value Factor ETF worth $7.7M as of Q2 2026.
Cambridge Investment Research Advisors sold 490,389 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $20.6M.
iShares MSCI Intl Value Factor ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #802 holding.
Cambridge Investment Research Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2023 and has held it in 12 quarters since.
Cambridge Investment Research Advisors's iShares MSCI Intl Value Factor ETF position peaked at $26.8M in Q1 2026.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.