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Centerline Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Centerline Wealth 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 		$826K Buy
19,742
+5,680
+40% +$238K 0.26% 49
2026
Q1 		$558K Buy
+14,062
New +$568K 0.2% 47

Other funds holding IVLU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Centerline Wealth Advisors's IVLU Position: Q2 2026 in Review

Centerline Wealth Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 40% in Q2 2026, buying an estimated $238K and bringing the position to 19,742 shares worth $826K. The position accounts for 0.26% of the portfolio, ranked #49.

Centerline Wealth Advisors first reported a position in IVLU in Q1 2026 and has held it in 2 quarters since. 125 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Centerline Wealth Advisors held 19,742 shares of iShares MSCI Intl Value Factor ETF worth $826K as of Q2 2026.
  • Centerline Wealth Advisors bought 5,680 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $238K.
  • iShares MSCI Intl Value Factor ETF made up 0.26% of Centerline Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Centerline Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.