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J.W. Cole Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

J.W. Cole 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 		$1.35M Buy
32,305
+781
+2% +$32.7K 0.02% 654
2026
Q1 		$1.25M Buy
31,524
+3,707
+13% +$150K 0.04% 333
2025
Q4 		$955K Buy
27,817
+4,632
+20% +$170K 0.02% 647
2025
Q3 		$823K Buy
23,185
+4,434
+24% +$152K 0.02% 795
2025
Q2 		$617K Buy
+18,751
New +$590K 0.01% 844

Other funds holding IVLU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

J.W. Cole Advisors's IVLU Position: Q2 2026 in Review

J.W. Cole Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 2.5% in Q2 2026, buying an estimated $32.7K and bringing the position to 32,305 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #654.

J.W. Cole Advisors first reported a position in IVLU in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • J.W. Cole Advisors held 32,305 shares of iShares MSCI Intl Value Factor ETF worth $1.35M as of Q2 2026.
  • J.W. Cole Advisors bought 781 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $32.7K.
  • iShares MSCI Intl Value Factor ETF made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #654 holding.
  • J.W. Cole Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.