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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
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

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Farther Finance Advisors's IVLU Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 4.5% in Q2 2026, selling an estimated $49.5K and leaving 25,278 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1067.

Farther Finance Advisors first reported a position in IVLU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.07M in Q1 2026. 70 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Farther Finance Advisors held 25,278 shares of iShares MSCI Intl Value Factor ETF worth $1.06M as of Q2 2026.
  • Farther Finance Advisors sold 1,181 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $49.5K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1067 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares MSCI Intl Value Factor ETF position peaked at $1.07M in Q1 2026.
  • 70 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.