IHT Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

IHT Wealth Management’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	$4M	Buy	95,650 +2,159	+2%	+$90.5K	0.09%	249
2026 Q1	$3.71M	Sell	93,491 -6,321	-6%	-$255K	0.09%	233
2025 Q4	$3.8M	Sell	99,812 -29,354	-23%	-$1.08M	0.09%	217
2025 Q3	$4.58M	Sell	129,166 -25,795	-17%	-$886K	0.12%	175
2025 Q2	$5.1M	Buy	+154,961	New	+$4.88M	0.14%	145

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

IHT Wealth Management's IVLU Position: Q2 2026 in Review

IHT Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 2.3% in Q2 2026, buying an estimated $90.5K and bringing the position to 95,650 shares worth $4M. The position accounts for 0.09% of the portfolio, ranked #249.

IHT Wealth Management first reported a position in IVLU in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.1M in Q2 2025. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

IHT Wealth Management held 95,650 shares of iShares MSCI Intl Value Factor ETF worth $4M as of Q2 2026.
IHT Wealth Management bought 2,159 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $90.5K.
iShares MSCI Intl Value Factor ETF made up 0.09% of IHT Wealth Management's portfolio in Q2 2026, its #249 holding.
IHT Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
IHT Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $5.1M in Q2 2025.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.