Financial Management Professionals’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Financial Management Professionals’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	$11K	Hold	262	–	–	﹤0.01%	567
2026 Q1	$10.4K	Hold	262	–	–	﹤0.01%	526
2025 Q4	$9.97K	Hold	262	–	–	﹤0.01%	533
2025 Q3	$9.3K	Hold	262	–	–	﹤0.01%	532
2025 Q2	$8.62K	Hold	262	–	–	﹤0.01%	565
2025 Q1	$7.94K	Hold	262	–	–	﹤0.01%	567
2024 Q4	$7.1K	Hold	262	–	–	﹤0.01%	559
2024 Q3	$8K	Buy	+262	New	+$7.44K	﹤0.01%	560

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

Financial Management Professionals's IVLU Position: Q2 2026 in Review

Financial Management Professionals held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 262 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Financial Management Professionals first reported a position in IVLU in Q3 2024 and has held it in 8 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Financial Management Professionals held 262 shares of iShares MSCI Intl Value Factor ETF worth $11K as of Q2 2026.
Financial Management Professionals left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #567 holding.
Financial Management Professionals first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2024 and has held it in 8 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.