Jackson Thornton Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Jackson Thornton 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 Q1	$862K	Buy	20,721 +89	+0.4%	+$3.59K	0.08%	69
2025 Q4	$801K	Hold	20,632	–	–	0.08%	74
2025 Q3	$736K	Hold	20,632	–	–	0.07%	64
2025 Q2	$680K	Hold	20,632	–	–	0.08%	46
2025 Q1	$614K	Buy	20,632 +793	+4%	+$23.1K	0.08%	48
2024 Q4	$538K	Buy	19,839 +8,175	+70%	+$230K	0.07%	49
2024 Q3	$344K	Buy	+11,664	New	+$331K	0.05%	53

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jackson Thornton Wealth Management's IVLU Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.43% in Q1 2026, buying an estimated $3.59K and bringing the position to 20,721 shares worth $862K. The position accounts for 0.08% of the portfolio, ranked #69.

Jackson Thornton Wealth Management first reported a position in IVLU in Q3 2024 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Jackson Thornton Wealth Management held 20,721 shares of iShares MSCI Intl Value Factor ETF worth $862K as of Q1 2026.
Jackson Thornton Wealth Management bought 89 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $3.59K.
iShares MSCI Intl Value Factor ETF made up 0.08% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #69 holding.
Jackson Thornton Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2024 and has held it in 7 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.