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 Q2	$174K	Hold	4,151	–	–	0.1%	82
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 $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

Elevate Wealth Advisory's IVLU Position: Q2 2026 in Review

Elevate Wealth Advisory held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 4,151 shares worth $174K. The position accounts for 0.1% of the portfolio, ranked #82.

Elevate Wealth Advisory first reported a position in IVLU in Q4 2023 and has held it in 11 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Elevate Wealth Advisory held 4,151 shares of iShares MSCI Intl Value Factor ETF worth $174K as of Q2 2026.
Elevate Wealth Advisory left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.1% of Elevate Wealth Advisory's portfolio in Q2 2026, its #82 holding.
Elevate Wealth Advisory first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.