JFS Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

JFS Wealth 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	$437K	Hold	10,450	–	–	0.02%	244
2026 Q1	$415K	Hold	10,450	–	–	0.02%	248
2025 Q4	$398K	Hold	10,450	–	–	0.02%	247
2025 Q3	$371K	Buy	+10,450	New	+$359K	0.02%	253
2024 Q3	–	Sell	-60	Closed	-$1.65K	–	1993
2024 Q2	$1.65K	Buy	+60	New	+$1.69K	﹤0.01%	1514
2022 Q4	–	Sell	-28,237	Closed	-$558K	–	1972
2022 Q3	$558K	Sell	28,237 -17,788	-39%	-$388K	0.06%	145
2022 Q2	$1.02M	Hold	46,025	–	–	0.11%	102
2022 Q1	$1.17M	Hold	46,025	–	–	0.11%	106
2021 Q4	$1.17M	Buy	46,025 +35,575	+340%	+$914K	0.11%	109
2021 Q3	$269K	Buy	+10,450	New	+$271K	0.03%	195

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

JFS Wealth Advisors's IVLU Position: Q2 2026 in Review

JFS Wealth Advisors held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 10,450 shares worth $437K. The position accounts for 0.02% of the portfolio, ranked #244.

JFS Wealth Advisors first reported a position in IVLU in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2022. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

JFS Wealth Advisors held 10,450 shares of iShares MSCI Intl Value Factor ETF worth $437K as of Q2 2026.
JFS Wealth Advisors left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #244 holding.
JFS Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2021 and has held it in 10 quarters since.
JFS Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $1.17M in Q1 2022.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.