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Clark Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Clark Wealth Partners’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 		$144K Sell
3,452
-358
-9% -$15K 0.08% 63
2026
Q1 		$151K Sell
3,810
-1,697
-31% -$68.5K 0.1% 59
2025
Q4 		$210K Hold
5,507
– – 0.13% 56
2025
Q3 		$210K Buy
+5,507
New +$189K 0.13% 56

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $80B AUM 26.12% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Clark Wealth Partners's IVLU Position: Q2 2026 in Review

Clark Wealth Partners reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 9.4% in Q2 2026, selling an estimated $15K and leaving 3,452 shares worth $144K. The position accounts for 0.08% of the portfolio, ranked #63.

Clark Wealth Partners first reported a position in IVLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $210K in Q4 2025. 367 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Clark Wealth Partners held 3,452 shares of iShares MSCI Intl Value Factor ETF worth $144K as of Q2 2026.
  • Clark Wealth Partners sold 358 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $15K.
  • iShares MSCI Intl Value Factor ETF made up 0.08% of Clark Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Clark Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Clark Wealth Partners's iShares MSCI Intl Value Factor ETF position peaked at $210K in Q4 2025.
  • 367 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.