HCA
IVLU icon

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

Heck Capital Advisors’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 		$12.9M Sell
309,474
-58,857
-16% -$2.47M 0.77% 34
2026
Q1 		$14.6M Sell
368,331
-43,833
-11% -$1.77M 1.08% 21
2025
Q4 		$15.7M Buy
412,164
+147,330
+56% +$5.4M 1.17% 20
2025
Q3 		$9.4M Sell
264,834
-88,061
-25% -$3.02M 0.73% 31
2025
Q2 		$11.6M Buy
352,895
+341,369
+2,962% +$10.7M 1% 21
2025
Q1 		$349K Sell
11,526
-26,805
-70% -$781K 0.04% 134
2024
Q4 		$1.04M Sell
38,331
-98,273
-72% -$2.77M 0.12% 82
2024
Q3 		$4.03M Buy
136,604
+5,744
+4% +$163K 0.47% 49
2024
Q2 		$3.59M Buy
130,860
+96,601
+282% +$2.72M 0.45% 52
2024
Q1 		$967K Hold
34,259
– – 0.15% 74
2023
Q4 		$908K Sell
34,259
-34,759
-50% -$884K 0.15% 76
2023
Q3 		$1.75M Buy
69,018
+21,220
+44% +$546K 0.32% 64
2023
Q2 		$1.22M Sell
47,798
-31,881
-40% -$805K 0.21% 64
2023
Q1 		$1.98M Buy
79,679
+12,636
+19% +$310K 0.38% 51
2022
Q4 		$1.55M Buy
67,043
+31,212
+87% +$688K 0.3% 58
2022
Q3 		$708K Sell
35,831
-8,949
-20% -$195K 0.15% 75
2022
Q2 		$993K Buy
44,780
+32,450
+263% +$785K 0.2% 67
2022
Q1 		$314K Buy
+12,330
New +$319K 0.06% 100

Other funds holding IVLU

HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
MFA
Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return
GSC
G&S Capital Denver, Colorado $345M AUM 32.53% 1-Year Est. Return