Creative Planning’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Creative Planning’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	$2.39M	Sell	57,162 -186	-0.3%	-$7.8K	﹤0.01%	1944
2026 Q1	$2.28M	Buy	57,348 +3,964	+7%	+$160K	﹤0.01%	1795
2025 Q4	$2.03M	Buy	53,384 +16,767	+46%	+$614K	﹤0.01%	1722
2025 Q3	$1.3M	Buy	36,617 +3,147	+9%	+$108K	﹤0.01%	1883
2025 Q2	$1.1M	Sell	33,470 -23	-0.1%	-$724	﹤0.01%	1771
2025 Q1	$1.02M	Buy	33,493 +15,041	+82%	+$438K	﹤0.01%	1703
2024 Q4	$500K	Buy	18,452 +187	+1%	+$5.27K	﹤0.01%	2225
2024 Q3	$539K	Buy	18,265 +218	+1%	+$6.19K	﹤0.01%	2045
2024 Q2	$495K	Sell	18,047 -2,499	-12%	-$70.4K	﹤0.01%	1952
2024 Q1	$580K	Buy	20,546 +619	+3%	+$16.6K	﹤0.01%	1742
2023 Q4	$528K	Sell	19,927 -4,751	-19%	-$121K	﹤0.01%	1683
2023 Q3	$626K	Sell	24,678 -3,265	-12%	-$84K	﹤0.01%	1418
2023 Q2	$711K	Sell	27,943 -4,635	-14%	-$117K	﹤0.01%	1327
2023 Q1	$808K	Sell	32,578 -2,262	-6%	-$55.6K	﹤0.01%	1190
2022 Q4	$807K	Sell	34,840 -18,259	-34%	-$403K	﹤0.01%	1144
2022 Q3	$1.05M	Sell	53,099 -2,572	-5%	-$56.1K	﹤0.01%	948
2022 Q2	$1.24M	Buy	55,671 +5,428	+11%	+$131K	﹤0.01%	883
2022 Q1	$1.28M	Buy	+50,243	New	+$1.3M	﹤0.01%	875

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

Creative Planning's IVLU Position: Q2 2026 in Review

Creative Planning reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.32% in Q2 2026, selling an estimated $7.8K and leaving 57,162 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Creative Planning first reported a position in IVLU in Q1 2022 and has held it in 18 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Creative Planning held 57,162 shares of iShares MSCI Intl Value Factor ETF worth $2.39M as of Q2 2026.
Creative Planning sold 186 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $7.8K.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1944 holding.
Creative Planning first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and has held it in 18 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.