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Harbour Investments’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Harbour Investments’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 		$22.7K Hold
542
– – ﹤0.01% 2888
2026
Q1 		$21.5K Buy
542
+439
+426% +$17.7K ﹤0.01% 2840
2025
Q4 		$3.92K Hold
103
– – ﹤0.01% 3108
2025
Q3 		$3.65K Hold
103
– – ﹤0.01% 3093
2025
Q2 		$3.39K Buy
+103
New +$3.24K ﹤0.01% 2997
2023
Q1 		– Sell
-702
Closed -$16.3K – 3052
2022
Q4 		$16.3K Buy
+702
New +$15.5K ﹤0.01% 1756
2021
Q3 		– Sell
-193
Closed -$5K – 3853
2021
Q2 		$5K Sell
193
-237
-55% -$6.21K ﹤0.01% 3055
2021
Q1 		$11K Buy
+430
New +$10.5K ﹤0.01% 2558

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

Harbour Investments's IVLU Position: Q2 2026 in Review

Harbour Investments held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 542 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2888.

Harbour Investments first reported a position in IVLU in Q1 2021 and has held it in 8 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Harbour Investments held 542 shares of iShares MSCI Intl Value Factor ETF worth $22.7K as of Q2 2026.
  • Harbour Investments left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2888 holding.
  • Harbour Investments first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2021 and has held it in 8 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.