Lauterbach Financial Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Lauterbach Financial 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 Q1	$630K	Hold	15,867	–	–	0.31%	44
2025 Q4	$604K	Buy	15,867 +44	+0.3%	+$1.61K	0.3%	41
2025 Q3	$561K	Hold	15,823	–	–	0.28%	45
2025 Q2	$520K	Buy	15,823 +346	+2%	+$10.9K	0.29%	44
2025 Q1	$469K	Hold	15,477	–	–	0.29%	46
2024 Q4	$420K	Buy	15,477 +874	+6%	+$24.6K	0.25%	44
2024 Q3	$431K	Buy	14,603 +494	+4%	+$14K	0.26%	43
2024 Q2	$382K	Buy	14,109 +663	+5%	+$18.7K	0.25%	42
2024 Q1	$380K	Buy	13,446 +783	+6%	+$21K	0.25%	41
2023 Q4	$336K	Buy	12,663 +573	+5%	+$14.6K	0.23%	40
2023 Q3	$307K	Buy	12,090 +459	+4%	+$11.8K	0.24%	40
2023 Q2	$296K	Buy	11,631 +1,427	+14%	+$36K	0.23%	44
2023 Q1	$253K	Buy	10,204 +289	+3%	+$7.1K	0.2%	46
2022 Q4	$230K	Buy	+9,915	New	+$219K	0.2%	47

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lauterbach Financial Advisors's IVLU Position: Q1 2026 in Review

Lauterbach Financial Advisors held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q1 2026 at 15,867 shares worth $630K. The position accounts for 0.31% of the portfolio, ranked #44.

Lauterbach Financial Advisors first reported a position in IVLU in Q4 2022 and has held it in 14 quarters since. 373 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Lauterbach Financial Advisors held 15,867 shares of iShares MSCI Intl Value Factor ETF worth $630K as of Q1 2026.
Lauterbach Financial Advisors left its iShares MSCI Intl Value Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 0.31% of Lauterbach Financial Advisors's portfolio in Q1 2026, its #44 holding.
Lauterbach Financial Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 14 quarters since.
373 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.