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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
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

HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

McBroom & Associates's IVLU Position: Q2 2026 in Review

McBroom & Associates increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 26% in Q2 2026, buying an estimated $1.2M and bringing the position to 137,115 shares worth $5.73M. The position accounts for 2.88% of the portfolio, ranked #16.

McBroom & Associates first reported a position in IVLU in Q4 2025 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • McBroom & Associates held 137,115 shares of iShares MSCI Intl Value Factor ETF worth $5.73M as of Q2 2026.
  • McBroom & Associates bought 28,609 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $1.2M.
  • iShares MSCI Intl Value Factor ETF made up 2.88% of McBroom & Associates's portfolio in Q2 2026, its #16 holding.
  • McBroom & Associates first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.