Kaufman Rossin Wealth’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Kaufman Rossin Wealth’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 Q3	$415K	Hold	9,676	–	–	0.17%	67
2026 Q2	$409K	Hold	9,676	–	–	0.19%	55
2026 Q1	$384K	Sell	9,676 -1,659	-15%	-$67K	0.22%	55
2025 Q4	$431K	Sell	11,335 -1,329	-10%	-$48.7K	0.22%	68
2025 Q3	$449K	Sell	12,664 -149	-1%	-$5.12K	0.25%	57
2025 Q2	$421K	Hold	12,813	–	–	0.27%	57
2025 Q1	$388K	Sell	12,813 -19	-0.1%	-$554	0.28%	59
2024 Q4	$348K	Buy	+12,832	New	+$361K	0.36%	29

Other funds holding IVLU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Kaufman Rossin Wealth's IVLU Position: Q3 2026 in Review

Kaufman Rossin Wealth held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q3 2026 at 9,676 shares worth $415K. The position accounts for 0.17% of the portfolio, ranked #67.

Kaufman Rossin Wealth first reported a position in IVLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $449K in Q3 2025. 255 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

Kaufman Rossin Wealth held 9,676 shares of iShares MSCI Intl Value Factor ETF worth $415K as of Q3 2026.
Kaufman Rossin Wealth left its iShares MSCI Intl Value Factor ETF share count unchanged in Q3 2026.
iShares MSCI Intl Value Factor ETF made up 0.17% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #67 holding.
Kaufman Rossin Wealth first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 8 quarters since.
Kaufman Rossin Wealth's iShares MSCI Intl Value Factor ETF position peaked at $449K in Q3 2025.
255 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.