KW
IVLU icon

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

KWB 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
Q2 		$14.1M Sell
336,260
-240,497
-42% -$10.1M 1.2% 25
2026
Q1 		$21.9M Sell
576,757
-7,817
-1% -$316K 2.17% 12
2025
Q4 		$22.2M Sell
584,574
-214,933
-27% -$7.88M 2.11% 12
2025
Q3 		$26.3M Buy
799,507
+337,307
+73% +$11.6M 2.91% 10
2025
Q2 		$14M Sell
462,200
-130,523
-22% -$4.11M 1.7% 13
2025
Q1 		$16.1M Buy
592,723
+88,873
+18% +$2.59M 1.94% 13
2024
Q4 		$14.9M Buy
503,850
+325,390
+182% +$9.16M 1.84% 14
2024
Q3 		$4.9M Buy
+178,460
New +$5.07M 0.64% 29

Other funds holding IVLU

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return