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Ironwood Wealth Management (West Virginia)’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Ironwood Wealth Management (West Virginia)’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 		$9.74M Sell
230,521
-25,980
-10% -$1.09M 4.12% 12
2026
Q1 		$10.7M Sell
256,501
-6,398
-2% -$258K 4.78% 11
2025
Q4 		$10.3M Sell
262,899
-13,046
-5% -$478K 4.6% 11
2025
Q3 		$9.58M Sell
275,945
-1,213
-0.4% -$41.7K 4.39% 11
2025
Q2 		$9.14M Sell
277,158
-1,882
-0.7% -$59.2K 4.32% 12
2025
Q1 		$7.8M Sell
279,040
-16,072
-5% -$469K 4.07% 13
2024
Q4 		$7.89M Buy
295,112
+6,404
+2% +$180K 3.89% 12
2024
Q3 		$8.45M Sell
288,708
-456
-0.2% -$13K 4.14% 11
2024
Q2 		$8.22M Buy
289,164
+2,603
+0.9% +$73.4K 4.16% 11
2024
Q1 		$8.04M Buy
286,561
+660
+0.2% +$17.7K 4.21% 11
2023
Q4 		$7.58M Sell
285,901
-249
-0.1% -$6.33K 4.15% 11
2023
Q3 		$7.06M Sell
286,150
-561
-0.2% -$14.4K 4.22% 11
2023
Q2 		$7.14M Sell
286,711
-2,163
-0.7% -$54.6K 4.16% 11
2023
Q1 		$7.22M Sell
288,874
-2,091
-0.7% -$51.4K 4.3% 11
2022
Q4 		$7.17M Buy
290,965
+1,307
+0.5% +$28.8K 4.2% 11
2022
Q3 		$5.84M Buy
289,658
+2,197
+0.8% +$47.9K 4.2% 11
2022
Q2 		$6.3M Buy
287,461
+1,783
+0.6% +$43.1K 4.33% 12
2022
Q1 		$7.27M Buy
285,678
+63,764
+29% +$1.65M 5.25% 10
2021
Q4 		$5.64M Buy
221,914
+1,684
+0.8% +$43.3K 3.95% 11
2021
Q3 		$5.66M Sell
220,230
-4,403
-2% -$114K 4.2% 11
2021
Q2 		$5.8M Buy
+224,633
New +$5.88M 4.16% 11

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

Ironwood Wealth Management (West Virginia)'s IVLU Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 10% in Q2 2026, selling an estimated $1.09M and leaving 230,521 shares worth $9.74M. The position accounts for 4.12% of the portfolio, ranked #12.

Ironwood Wealth Management (West Virginia) first reported a position in IVLU in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.7M in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Ironwood Wealth Management (West Virginia) held 230,521 shares of iShares MSCI Intl Value Factor ETF worth $9.74M as of Q2 2026.
  • Ironwood Wealth Management (West Virginia) sold 25,980 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $1.09M.
  • iShares MSCI Intl Value Factor ETF made up 4.12% of Ironwood Wealth Management (West Virginia)'s portfolio in Q2 2026, its #12 holding.
  • Ironwood Wealth Management (West Virginia) first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2021 and has held it in 21 quarters since.
  • Ironwood Wealth Management (West Virginia)'s iShares MSCI Intl Value Factor ETF position peaked at $10.7M in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.