JCIA
IVLU icon

Jackson Creek Investment Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Jackson Creek Investment 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
2025
Q3 		– Sell
-38,130
Closed -$1.25M – 319
2025
Q2 		$1.25M Sell
38,130
-2,822
-7% -$88.8K 0.34% 158
2025
Q1 		$1.24M Buy
40,952
+399
+1% +$11.6K 0.39% 138
2024
Q4 		$1.1M Buy
40,553
+1,217
+3% +$34.3K 0.33% 158
2024
Q3 		$1.16M Buy
39,336
+2,481
+7% +$70.5K 0.34% 161
2024
Q2 		$1.01M Buy
36,855
+86
+0.2% +$2.42K 0.37% 141
2024
Q1 		$1.04M Buy
36,769
+574
+2% +$15.4K 0.37% 140
2023
Q4 		$960K Buy
36,195
+499
+1% +$12.7K 0.37% 141
2023
Q3 		$905K Sell
35,696
-99
-0.3% -$2.55K 0.38% 110
2023
Q2 		$911K Sell
35,795
-1,643
-4% -$41.5K 0.36% 134
2023
Q1 		$928K Sell
37,438
-1,498
-4% -$36.8K 0.39% 88
2022
Q4 		$902K Sell
38,936
-6,812
-15% -$150K 0.4% 95
2022
Q3 		$904K Buy
45,748
+3,055
+7% +$66.7K 0.42% 73
2022
Q2 		$968K Buy
42,693
+2,981
+8% +$72.1K 0.39% 118
2022
Q1 		$1.01M Buy
+39,712
New +$1.03M 0.37% 147

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jackson Creek Investment Advisors's IVLU Position: Q3 2025 in Review

Jackson Creek Investment Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2025, closing a stake of 38,130 shares — an estimated $1.25M sold.

Jackson Creek Investment Advisors first reported a position in IVLU in Q1 2022 and held it in 14 quarters. The position peaked at $1.25M in Q2 2025. 301 funds tracked by Wall St. Rank hold IVLU as of Q3 2025.

  • Jackson Creek Investment Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 38,130 iShares MSCI Intl Value Factor ETF shares in Q3 2025, an estimated $1.25M.
  • Jackson Creek Investment Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and held it in 14 quarters.
  • Jackson Creek Investment Advisors's iShares MSCI Intl Value Factor ETF position peaked at $1.25M in Q2 2025.
  • 301 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2025.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.