Foster Group
IVLU icon

Foster Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Foster Group’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 		$15.9M Buy
370,192
+3,201
+0.9% +$139K 0.43% 37
2026
Q2 		$15.3M Buy
366,991
+199
+0.1% +$8.34K 0.41% 38
2026
Q1 		$14.6M Sell
366,792
-18,136
-5% -$732K 0.43% 37
2025
Q4 		$14.6M Buy
384,928
+3,628
+1% +$133K 0.44% 37
2025
Q3 		$13.5M Sell
381,300
-21,342
-5% -$733K 0.42% 37
2025
Q2 		$13.2M Sell
402,642
-2,042
-0.5% -$64.2K 0.45% 35
2025
Q1 		$12.3M Sell
404,684
-5,953
-1% -$174K 0.46% 36
2024
Q4 		$11.1M Buy
410,637
+44,882
+12% +$1.26M 0.42% 36
2024
Q3 		$10.8M Buy
365,755
+23,883
+7% +$678K 0.4% 38
2024
Q2 		$9.38M Buy
341,872
+21,788
+7% +$614K 0.37% 39
2024
Q1 		$9.04M Buy
320,084
+80,926
+34% +$2.17M 0.45% 33
2023
Q4 		$6.07M Hold
239,158
– – 0.37% 33
2023
Q3 		$6.07M Buy
239,158
+5,247
+2% +$135K 0.37% 33
2023
Q2 		$5.95M Buy
233,911
+15,376
+7% +$388K 0.36% 32
2023
Q1 		$5.42M Buy
218,535
+58
+0% +$1.42K 0.34% 33
2022
Q4 		$5.06M Buy
218,477
+13,587
+7% +$300K 0.38% 29
2022
Q3 		$4.05M Buy
204,890
+36,044
+21% +$787K 0.33% 31
2022
Q2 		$3.74M Buy
168,846
+64,086
+61% +$1.55M 0.27% 34
2022
Q1 		$2.67M Buy
104,760
+56,427
+117% +$1.46M 0.22% 28
2021
Q4 		$1.23M Buy
48,333
+16,943
+54% +$435K 0.11% 50
2021
Q3 		$807K Buy
31,390
+13,994
+80% +$362K 0.08% 65
2021
Q2 		$449K Buy
+17,396
New +$455K 0.05% 94

Other funds holding IVLU

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
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
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Foster Group's IVLU Position: Q3 2026 in Review

Foster Group increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.87% in Q3 2026, buying an estimated $139K and bringing the position to 370,192 shares worth $15.9M. The position accounts for 0.43% of the portfolio, ranked #37.

Foster Group first reported a position in IVLU in Q2 2021 and has held it in 22 quarters since. 59 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Foster Group held 370,192 shares of iShares MSCI Intl Value Factor ETF worth $15.9M as of Q3 2026.
  • Foster Group bought 3,201 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $139K.
  • iShares MSCI Intl Value Factor ETF made up 0.43% of Foster Group's portfolio in Q3 2026, its #37 holding.
  • Foster Group first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2021 and has held it in 22 quarters since.
  • 59 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.