Cyndeo Wealth Partners
IVLU icon

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

Cyndeo 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
Q3 		$406K Buy
9,456
+392
+4% +$17.1K 0.02% 388
2026
Q2 		$379K Buy
9,064
+2,289
+34% +$96K 0.02% 395
2026
Q1 		$269K Sell
6,775
-34
-0.5% -$1.37K 0.01% 426
2025
Q4 		$259K Sell
6,809
-1,190
-15% -$43.6K 0.01% 421
2025
Q3 		$284K Hold
7,999
– – 0.02% 401
2025
Q2 		$263K Buy
7,999
+254
+3% +$7.99K 0.02% 408
2025
Q1 		$235K Sell
7,745
-2,045
-21% -$59.6K 0.02% 415
2024
Q4 		$265K Buy
+9,790
New +$276K 0.02% 385

Other funds holding IVLU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Meridian Financial Partners
Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Cyndeo Wealth Partners's IVLU Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 4.3% in Q3 2026, buying an estimated $17.1K and bringing the position to 9,456 shares worth $406K. The position accounts for 0.02% of the portfolio, ranked #388.

Cyndeo Wealth Partners first reported a position in IVLU in Q4 2024 and has held it in 8 quarters since. 124 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Cyndeo Wealth Partners held 9,456 shares of iShares MSCI Intl Value Factor ETF worth $406K as of Q3 2026.
  • Cyndeo Wealth Partners bought 392 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $17.1K.
  • iShares MSCI Intl Value Factor ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #388 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.