Bank of Ann Arbor’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Bank of Ann Arbor’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	$25.8K	Buy	+601	New	+$26.2K	﹤0.01%	352

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Bank of Ann Arbor's IVLU Position: Q3 2026 in Review

Bank of Ann Arbor opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2026: 601 shares worth $25.8K. The stake represents ﹤0.01% of the portfolio and ranks #352 among its holdings.

353 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

Bank of Ann Arbor held 601 shares of iShares MSCI Intl Value Factor ETF worth $25.8K as of Q3 2026.
iShares MSCI Intl Value Factor ETF was a new Bank of Ann Arbor position in Q3 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Bank of Ann Arbor's portfolio in Q3 2026, its #352 holding.
353 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Bank of Ann Arbor's 13F filing for Q3 2026, filed 13 Nov 2026.