Guidance Capital’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Guidance Capital’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	$205K	Buy	+4,853	New	+$203K	0.04%	230

Other funds holding IVLU

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Guidance Capital's IVLU Position: Q2 2026 in Review

Guidance Capital opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 4,853 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #230 among its holdings.

93 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Guidance Capital held 4,853 shares of iShares MSCI Intl Value Factor ETF worth $205K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Guidance Capital position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.04% of Guidance Capital's portfolio in Q2 2026, its #230 holding.
93 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.