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

HighTower 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
Q3 		$13M Buy
302,853
+52,019
+21% +$2.27M 0.01% 820
2026
Q2 		$10.5M Buy
250,834
+58,208
+30% +$2.44M 0.01% 918
2026
Q1 		$7.64M Buy
192,626
+53,172
+38% +$2.15M 0.01% 997
2025
Q4 		$5.31M Buy
139,454
+12,836
+10% +$470K 0.01% 1139
2025
Q3 		$4.49M Buy
126,618
+12,944
+11% +$445K 0.01% 1180
2025
Q2 		$3.74M Buy
113,674
+27,028
+31% +$850K ﹤0.01% 1221
2025
Q1 		$2.63M Buy
86,646
+10,956
+14% +$319K ﹤0.01% 1376
2024
Q4 		$2.05M Buy
75,690
+2,621
+4% +$73.8K ﹤0.01% 1497
2024
Q3 		$2.16M Buy
73,069
+3,661
+5% +$104K ﹤0.01% 1475
2024
Q2 		$1.91M Buy
69,408
+5,599
+9% +$158K ﹤0.01% 1475
2024
Q1 		$1.8M Buy
63,809
+3,369
+6% +$90.5K ﹤0.01% 1488
2023
Q4 		$1.6M Buy
60,440
+12,424
+26% +$316K ﹤0.01% 1560
2023
Q3 		$1.22M Buy
48,016
+1,941
+4% +$50K ﹤0.01% 1654
2023
Q2 		$1.17M Buy
46,075
+1,493
+3% +$37.7K ﹤0.01% 1664
2023
Q1 		$1.11M Buy
44,582
+13,963
+46% +$343K ﹤0.01% 1616
2022
Q4 		$706K Buy
30,619
+7,099
+30% +$157K ﹤0.01% 1887
2022
Q3 		$466K Sell
23,520
-2,721
-10% -$59.4K ﹤0.01% 2067
2022
Q2 		$582K Buy
26,241
+2,786
+12% +$67.4K ﹤0.01% 1951
2022
Q1 		$599K Sell
23,455
-6,345
-21% -$164K ﹤0.01% 2056
2021
Q4 		$761K Buy
29,800
+7,128
+31% +$183K ﹤0.01% 1913
2021
Q3 		$582K Hold
22,672
– – ﹤0.01% 1972
2021
Q2 		$585K Buy
22,672
+5,489
+32% +$144K ﹤0.01% 1963
2021
Q1 		$435K Buy
17,183
+2,225
+15% +$54.2K ﹤0.01% 2067
2020
Q4 		$341K Hold
14,958
– – ﹤0.01% 1850
2020
Q3 		$293K Sell
14,958
-2,474
-14% -$49.4K ﹤0.01% 1845
2020
Q2 		$340K Buy
+17,432
New +$328K ﹤0.01% 1659

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

HighTower Advisors's IVLU Position: Q3 2026 in Review

HighTower Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 21% in Q3 2026, buying an estimated $2.27M and bringing the position to 302,853 shares worth $13M. The position accounts for 0.01% of the portfolio, ranked #820.

HighTower Advisors first reported a position in IVLU in Q2 2020 and has held it in 26 quarters since. 353 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • HighTower Advisors held 302,853 shares of iShares MSCI Intl Value Factor ETF worth $13M as of Q3 2026.
  • HighTower Advisors bought 52,019 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $2.27M.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of HighTower Advisors's portfolio in Q3 2026, its #820 holding.
  • HighTower Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2020 and has held it in 26 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.