JBF Capital’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

JBF Capital’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	$2.51M	Hold	60,000	–	–	0.33%	25
2026 Q1	$2.38M	Hold	60,000	–	–	0.35%	30
2025 Q4	$2.28M	Hold	60,000	–	–	0.33%	28
2025 Q3	$2.13M	Hold	60,000	–	–	0.3%	26
2025 Q2	$1.97M	Buy	+60,000	New	+$1.89M	0.31%	25

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

JBF Capital's IVLU Position: Q2 2026 in Review

JBF Capital held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 60,000 shares worth $2.51M. The position accounts for 0.33% of the portfolio, ranked #25.

JBF Capital first reported a position in IVLU in Q2 2025 and has held it in 5 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

JBF Capital held 60,000 shares of iShares MSCI Intl Value Factor ETF worth $2.51M as of Q2 2026.
JBF Capital left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.33% of JBF Capital's portfolio in Q2 2026, its #25 holding.
JBF Capital first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on JBF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.