Fiduciary Alliance
IVLU icon

Fiduciary Alliance’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Fiduciary Alliance’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 		$327K Sell
7,630
-56
-0.7% -$2.44K 0.02% 390
2026
Q2 		$321K Buy
7,686
+75
+1% +$3.14K 0.02% 427
2026
Q1 		$318K Sell
7,611
-18
-0.2% -$727 0.02% 439
2025
Q4 		$290K Buy
7,629
+381
+5% +$14K 0.02% 425
2025
Q3 		$257K Buy
7,248
+120
+2% +$4.12K 0.02% 434
2025
Q2 		$234K Buy
7,128
+25
+0.4% +$786 0.02% 436
2025
Q1 		$215K Buy
+7,103
New +$207K 0.02% 361

Other funds holding IVLU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Fiduciary Alliance's IVLU Position: Q3 2026 in Review

Fiduciary Alliance reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.73% in Q3 2026, selling an estimated $2.44K and leaving 7,630 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #390.

Fiduciary Alliance first reported a position in IVLU in Q1 2025 and has held it in 7 quarters since. 82 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Fiduciary Alliance held 7,630 shares of iShares MSCI Intl Value Factor ETF worth $327K as of Q3 2026.
  • Fiduciary Alliance sold 56 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $2.44K.
  • iShares MSCI Intl Value Factor ETF made up 0.02% of Fiduciary Alliance's portfolio in Q3 2026, its #390 holding.
  • Fiduciary Alliance first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and has held it in 7 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.