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

Institute for 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	$150K	Buy	+3,584	New	+$150K	0.01%	589

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

Institute for Wealth Management's IVLU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 3,584 shares worth $150K. The stake represents 0.01% of the portfolio and ranks #589 among its holdings.

376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Institute for Wealth Management held 3,584 shares of iShares MSCI Intl Value Factor ETF worth $150K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Institute for Wealth Management position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #589 holding.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.