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McBroom & Associates’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

McBroom & Associates’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 		$6.16M Buy
143,612
+6,497
+5% +$283K 3.72% 12
2026
Q2 		$5.73M Buy
137,115
+28,609
+26% +$1.2M 2.88% 16
2026
Q1 		$4.31M Buy
108,506
+30,820
+40% +$1.24M 2.4% 18
2025
Q4 		$2.96M Buy
+77,686
New +$2.85M 1.44% 20

Other funds holding IVLU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Pioneer Family Office
Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Meridian Financial Partners
Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

McBroom & Associates's IVLU Position: Q3 2026 in Review

McBroom & Associates increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 4.7% in Q3 2026, buying an estimated $283K and bringing the position to 143,612 shares worth $6.16M. The position accounts for 3.72% of the portfolio, ranked #12.

McBroom & Associates first reported a position in IVLU in Q4 2025 and has held it in 4 quarters since. 150 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • McBroom & Associates held 143,612 shares of iShares MSCI Intl Value Factor ETF worth $6.16M as of Q3 2026.
  • McBroom & Associates bought 6,497 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $283K.
  • iShares MSCI Intl Value Factor ETF made up 3.72% of McBroom & Associates's portfolio in Q3 2026, its #12 holding.
  • McBroom & Associates first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 150 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on McBroom & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.