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

Destiny 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	–	Sell	-146	Closed	-$5.79K	–	629
2026 Q1	$5.79K	Buy	+146	New	+$5.89K	﹤0.01%	968
2022 Q4	–	Sell	-11,266	Closed	-$223K	–	697
2022 Q3	$223K	Hold	11,266	–	–	0.05%	176
2022 Q2	$250K	Buy	11,266 +2,242	+25%	+$54.2K	0.06%	137
2022 Q1	$230K	Buy	+9,024	New	+$233K	0.04%	148

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

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

Destiny Wealth Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 146 shares — an estimated $5.79K sold.

Destiny Wealth Partners first reported a position in IVLU in Q1 2022 and held it in 4 quarters. The position peaked at $250K in Q2 2022. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Destiny Wealth Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 146 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $5.79K.
Destiny Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and held it in 4 quarters.
Destiny Wealth Partners's iShares MSCI Intl Value Factor ETF position peaked at $250K in Q2 2022.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.