IA
IVLU icon

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

IFP 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 		$10.5M Buy
251,132
+26,361
+12% +$1.11M 0.19% 117
2026
Q1 		$8.92M Buy
224,771
+60,354
+37% +$2.44M 0.18% 120
2025
Q4 		$6.26M Buy
164,417
+3,990
+2% +$146K 0.14% 153
2025
Q3 		$5.69M Sell
160,427
-10,961
-6% -$376K 0.15% 150
2025
Q2 		$5.64M Sell
171,388
-19,107
-10% -$601K 0.16% 135
2025
Q1 		$5.77M Sell
190,495
-33,295
-15% -$971K 0.18% 117
2024
Q4 		$6.07M Sell
223,790
-34,376
-13% -$968K 0.2% 104
2024
Q3 		$7.62M Sell
258,166
-8,834
-3% -$251K 0.27% 76
2024
Q2 		$7.33M Buy
267,000
+37,126
+16% +$1.05M 0.29% 70
2024
Q1 		$6.49M Buy
229,874
+7,140
+3% +$192K 0.28% 76
2023
Q4 		$5.9M Sell
222,734
-2,785
-1% -$70.8K 0.28% 78
2023
Q3 		$5.72M Buy
225,519
+31,275
+16% +$805K 0.26% 86
2023
Q2 		$4.94M Buy
194,244
+122,100
+169% +$3.08M 0.21% 99
2023
Q1 		$1.89M Buy
+72,144
New +$1.77M 0.08% 243
2022
Q4 		– Sell
-6
Closed -$10K – 4714
2022
Q3 		$10K Sell
6
-660
-99% -$14.4K ﹤0.01% 3649
2022
Q2 		$24K Hold
666
– – ﹤0.01% 2696
2022
Q1 		$24K Buy
+666
New +$17.2K ﹤0.01% 2696
2020
Q2 		– Sell
-1,523
Closed -$28.7K – 2834
2020
Q1 		$28K Hold
1,523
– – ﹤0.01% 1363
2019
Q4 		$37K Buy
1,523
+23
+2% +$548 ﹤0.01% 1374
2019
Q3 		$34K Buy
+1,500
New +$33.8K ﹤0.01% 1536
2019
Q1 		– Sell
-2,812
Closed -$62K – 2879
2018
Q4 		$62K Sell
2,812
-1,312
-32% -$31K ﹤0.01% 1484
2018
Q3 		$105K Sell
4,124
-781
-16% -$19.6K ﹤0.01% 1444
2018
Q2 		$123K Buy
4,905
+2,516
+105% +$66.4K 0.01% 1367
2018
Q1 		$63K Hold
2,389
– – ﹤0.01% 1674
2017
Q4 		$63K Buy
+2,389
New +$62K ﹤0.01% 1692

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

IFP Advisors's IVLU Position: Q2 2026 in Review

IFP Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 12% in Q2 2026, buying an estimated $1.11M and bringing the position to 251,132 shares worth $10.5M. The position accounts for 0.19% of the portfolio, ranked #117.

IFP Advisors first reported a position in IVLU in Q4 2017 and has held it in 25 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • IFP Advisors held 251,132 shares of iShares MSCI Intl Value Factor ETF worth $10.5M as of Q2 2026.
  • IFP Advisors bought 26,361 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $1.11M.
  • iShares MSCI Intl Value Factor ETF made up 0.19% of IFP Advisors's portfolio in Q2 2026, its #117 holding.
  • IFP Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2017 and has held it in 25 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.