IFA
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Index Fund Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Index Fund 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 		$1M Buy
23,919
+396
+2% +$16.6K 0.04% 67
2026
Q1 		$933K Hold
23,523
– – 0.04% 67
2025
Q4 		$895K Sell
23,523
-152
-0.6% -$5.57K 0.04% 65
2025
Q3 		$840K Buy
23,675
+22
+0.1% +$756 0.04% 70
2025
Q2 		$778K Buy
23,653
+503
+2% +$15.8K 0.04% 69
2025
Q1 		$702K Sell
23,150
-3,925
-14% -$114K 0.04% 47
2024
Q4 		$734K Buy
27,075
+395
+1% +$11.1K 0.04% 47
2024
Q3 		$788K Buy
26,680
+228
+0.9% +$6.48K 0.04% 47
2024
Q2 		$726K Buy
26,452
+571
+2% +$16.1K 0.04% 47
2024
Q1 		$731K Buy
25,881
+288
+1% +$7.73K 0.04% 44
2023
Q4 		$678K Buy
25,593
+460
+2% +$11.7K 0.04% 43
2023
Q3 		$637K Sell
25,133
-505
-2% -$13K 0.04% 44
2023
Q2 		$652K Buy
25,638
+531
+2% +$13.4K 0.04% 44
2023
Q1 		$622K Sell
25,107
-2,033
-7% -$49.9K 0.04% 46
2022
Q4 		$629K Buy
+27,140
New +$599K 0.04% 39
2022
Q3 		– Sell
-9,875
Closed -$219K – 90
2022
Q2 		$219K Sell
9,875
-16,457
-62% -$398K 0.02% 83
2022
Q1 		$670K Sell
26,332
-859
-3% -$22.2K 0.05% 45
2021
Q4 		$692K Buy
+27,191
New +$699K 0.05% 48

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

Index Fund Advisors's IVLU Position: Q2 2026 in Review

Index Fund Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.7% in Q2 2026, buying an estimated $16.6K and bringing the position to 23,919 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #67.

Index Fund Advisors first reported a position in IVLU in Q4 2021 and has held it in 18 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Index Fund Advisors held 23,919 shares of iShares MSCI Intl Value Factor ETF worth $1M as of Q2 2026.
  • Index Fund Advisors bought 396 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $16.6K.
  • iShares MSCI Intl Value Factor ETF made up 0.04% of Index Fund Advisors's portfolio in Q2 2026, its #67 holding.
  • Index Fund Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.