Johnson Financial Group Inc (Wisconsin)’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$9.57K	Buy	+229	New	+$9.6K	﹤0.01%	640
2022 Q1	–	Sell	-161	Closed	-$4K	–	739
2021 Q4	$4K	Hold	161	–	–	﹤0.01%	651
2021 Q3	$4K	Buy	+161	New	+$4.17K	﹤0.01%	599

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

Johnson Financial Group Inc (Wisconsin)'s IVLU Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 229 shares worth $9.57K. The stake represents ﹤0.01% of the portfolio and ranks #640 among its holdings. This is a return to the name: Johnson Financial Group Inc (Wisconsin) previously reported a position in IVLU as recently as Q4 2021.

Johnson Financial Group Inc (Wisconsin) first reported a position in IVLU in Q3 2021 and has held it in 3 quarters since. 379 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 229 shares of iShares MSCI Intl Value Factor ETF worth $9.57K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Johnson Financial Group Inc (Wisconsin) position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #640 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2021 and has held it in 3 quarters since.
379 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.