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

JDH 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 Q2	$1.2M	Sell	28,578 -6,862	-19%	-$288K	0.73%	26
2026 Q1	$1.41M	Sell	35,440 -8,202	-19%	-$331K	0.95%	21
2025 Q4	$1.66M	Sell	43,642 -3,204	-7%	-$117K	1.14%	19
2025 Q3	$1.66M	Sell	46,846 -1,988	-4%	-$68.3K	1.18%	18
2025 Q2	$1.61M	Buy	48,834 +1,488	+3%	+$46.8K	1.23%	19
2025 Q1	$1.44M	Hold	47,346	–	–	1.23%	19
2024 Q4	$1.28M	Buy	+47,346	New	+$1.33M	1.13%	19

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

JDH Wealth Management's IVLU Position: Q2 2026 in Review

JDH Wealth Management reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 19% in Q2 2026, selling an estimated $288K and leaving 28,578 shares worth $1.2M. The position accounts for 0.73% of the portfolio, ranked #26.

JDH Wealth Management first reported a position in IVLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q3 2025. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

JDH Wealth Management held 28,578 shares of iShares MSCI Intl Value Factor ETF worth $1.2M as of Q2 2026.
JDH Wealth Management sold 6,862 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $288K.
iShares MSCI Intl Value Factor ETF made up 0.73% of JDH Wealth Management's portfolio in Q2 2026, its #26 holding.
JDH Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
JDH Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $1.66M in Q3 2025.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.