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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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Firethorn Wealth Partners's IVLU Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 5.2% in Q2 2026, selling an estimated $57.8K and leaving 24,959 shares worth $1.04M. The position accounts for 0.34% of the portfolio, ranked #66.

Firethorn Wealth Partners first reported a position in IVLU in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Firethorn Wealth Partners held 24,959 shares of iShares MSCI Intl Value Factor ETF worth $1.04M as of Q2 2026.
  • Firethorn Wealth Partners sold 1,379 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $57.8K.
  • iShares MSCI Intl Value Factor ETF made up 0.34% of Firethorn Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Firethorn Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and has held it in 17 quarters since.
  • Firethorn Wealth Partners's iShares MSCI Intl Value Factor ETF position peaked at $1.05M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.