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Farther Finance Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Farther Finance Advisors’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 		$874K Sell
20,382
-4,896
-19% -$213K 0.01% 1214
2026
Q2 		$1.06M Sell
25,278
-1,181
-4% -$49.5K 0.01% 1067
2026
Q1 		$1.07M Buy
26,459
+2,504
+10% +$101K 0.01% 922
2025
Q4 		$911K Buy
23,955
+650
+3% +$23.8K 0.01% 933
2025
Q3 		$827K Sell
23,305
-71
-0.3% -$2.44K 0.01% 830
2025
Q2 		$769K Sell
23,376
-8,196
-26% -$258K 0.02% 707
2025
Q1 		$956K Buy
31,572
+5,700
+22% +$166K 0.02% 525
2024
Q4 		$701K Buy
25,872
+1,509
+6% +$42.5K 0.03% 488
2024
Q3 		$719K Sell
24,363
-1,359
-5% -$38.6K 0.03% 460
2024
Q2 		$710K Buy
25,722
+785
+3% +$22.1K 0.03% 376
2024
Q1 		$698K Buy
24,937
+663
+3% +$17.8K 0.04% 319
2023
Q4 		$644K Buy
24,274
+2,175
+10% +$55.3K 0.05% 305
2023
Q3 		$560K Buy
22,099
+133
+0.6% +$3.42K 0.09% 187
2023
Q2 		$559K Buy
21,966
+2,526
+13% +$63.8K 0.12% 148
2023
Q1 		$482K Sell
19,440
-6,161
-24% -$151K 0.14% 135
2022
Q4 		$593K Buy
+25,601
New +$565K 0.23% 87

Other funds holding IVLU

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors's IVLU Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 19% in Q3 2026, selling an estimated $213K and leaving 20,382 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #1214.

Farther Finance Advisors first reported a position in IVLU in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q1 2026. 13 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Farther Finance Advisors held 20,382 shares of iShares MSCI Intl Value Factor ETF worth $874K as of Q3 2026.
  • Farther Finance Advisors sold 4,896 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $213K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1214 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's iShares MSCI Intl Value Factor ETF position peaked at $1.07M in Q1 2026.
  • 13 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.