Elevate Wealth Advisory’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Elevate Wealth Advisory’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 Q1	$165K	Hold	4,151	–	–	0.1%	79
2025 Q4	$158K	Hold	4,151	–	–	0.11%	74
2025 Q3	$147K	Hold	4,151	–	–	0.11%	75
2025 Q2	$137K	Buy	4,151 +93	+2%	+$2.93K	0.1%	84
2025 Q1	$123K	Hold	4,058	–	–	0.09%	78
2024 Q4	$110K	Buy	4,058 +83	+2%	+$2.34K	0.08%	74
2024 Q3	$117K	Hold	3,975	–	–	0.09%	76
2024 Q2	$109K	Hold	3,975	–	–	0.09%	70
2024 Q1	$112K	Hold	3,975	–	–	0.1%	66
2023 Q4	$105K	Buy	+3,975	New	+$101K	0.1%	68

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Elevate Wealth Advisory's IVLU Position: Q1 2026 in Review

Elevate Wealth Advisory held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q1 2026 at 4,151 shares worth $165K. The position accounts for 0.1% of the portfolio, ranked #79.

Elevate Wealth Advisory first reported a position in IVLU in Q4 2023 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Elevate Wealth Advisory held 4,151 shares of iShares MSCI Intl Value Factor ETF worth $165K as of Q1 2026.
Elevate Wealth Advisory left its iShares MSCI Intl Value Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 0.1% of Elevate Wealth Advisory's portfolio in Q1 2026, its #79 holding.
Elevate Wealth Advisory first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 10 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.