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Community Financial Services Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Community Financial Services Group’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 		$15.4K Buy
+369
New +$15.5K ﹤0.01% 336

Other funds holding IVLU

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
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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Community Financial Services Group's IVLU Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 369 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #336 among its holdings.

95 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Community Financial Services Group held 369 shares of iShares MSCI Intl Value Factor ETF worth $15.4K as of Q2 2026.
  • iShares MSCI Intl Value Factor ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #336 holding.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.