FWP
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Firethorn Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Firethorn Wealth Partners’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 		$948K Sell
22,092
-2,867
-11% -$125K 0.3% 71
2026
Q2 		$1.04M Sell
24,959
-1,379
-5% -$57.8K 0.34% 66
2026
Q1 		$1.05M Buy
26,338
+116
+0.4% +$4.68K 0.38% 63
2025
Q4 		$998K Sell
26,222
-401
-2% -$14.7K 0.37% 66
2025
Q3 		$945K Sell
26,623
-668
-2% -$22.9K 0.37% 67
2025
Q2 		$898K Buy
27,291
+1,239
+5% +$39K 0.39% 59
2025
Q1 		$790K Sell
26,052
-6,655
-20% -$194K 0.38% 56
2024
Q4 		$887K Buy
32,707
+6,957
+27% +$196K 0.44% 49
2024
Q3 		$760K Sell
25,750
-1,451
-5% -$41.2K 0.39% 57
2024
Q2 		$746K Sell
27,201
-3,771
-12% -$106K 0.42% 51
2024
Q1 		$874K Sell
30,972
-823
-3% -$22.1K 0.52% 41
2023
Q4 		$843K Sell
31,795
-8,118
-20% -$206K 0.55% 38
2023
Q3 		$1.01M Buy
39,913
+5,500
+16% +$142K 0.78% 30
2023
Q2 		$876K Buy
34,413
+1,214
+4% +$30.7K 0.65% 31
2023
Q1 		$845K Sell
33,199
-6,451
-16% -$158K 0.66% 30
2022
Q4 		$919K Sell
39,650
-4,293
-10% -$94.7K 0.78% 30
2022
Q3 		$868K Buy
+43,943
New +$959K 0.81% 25
2022
Q2 		– Sell
-32,134
Closed -$818K – 138
2022
Q1 		$818K Buy
+32,134
New +$831K 0.62% 36

Other funds holding IVLU

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Firethorn Wealth Partners's IVLU Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 11% in Q3 2026, selling an estimated $125K and leaving 22,092 shares worth $948K. The position accounts for 0.3% of the portfolio, ranked #71.

Firethorn Wealth Partners first reported a position in IVLU in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.05M in Q1 2026. 38 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Firethorn Wealth Partners held 22,092 shares of iShares MSCI Intl Value Factor ETF worth $948K as of Q3 2026.
  • Firethorn Wealth Partners sold 2,867 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $125K.
  • iShares MSCI Intl Value Factor ETF made up 0.3% of Firethorn Wealth Partners's portfolio in Q3 2026, its #71 holding.
  • Firethorn Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • Firethorn Wealth Partners's iShares MSCI Intl Value Factor ETF position peaked at $1.05M in Q1 2026.
  • 38 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.