McIlrath & Eck’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

McIlrath & Eck’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	$164K	Hold	4,139	–	–	0.01%	292
2025 Q4	$157K	Buy	4,139 +3,502	+550%	+$128K	0.01%	193
2025 Q3	$22.6K	Hold	637	–	–	﹤0.01%	480
2025 Q2	$21K	Buy	637 +14	+2%	+$440	﹤0.01%	468
2025 Q1	$18.9K	Hold	623	–	–	﹤0.01%	494
2024 Q4	$16.9K	Buy	623 +12	+2%	+$338	﹤0.01%	515
2024 Q3	$18K	Hold	611	–	–	﹤0.01%	492
2024 Q2	$16.8K	Buy	611 +15	+3%	+$423	﹤0.01%	496
2024 Q1	$16.8K	Hold	596	–	–	﹤0.01%	499
2023 Q4	$15.8K	Buy	596 +13	+2%	+$331	﹤0.01%	458
2023 Q3	$14.8K	Hold	583	–	–	﹤0.01%	458
2023 Q2	$14.8K	Hold	583	–	–	﹤0.01%	473
2023 Q1	$14.5K	Hold	583	–	–	﹤0.01%	476
2022 Q4	$13.5K	Hold	583	–	–	﹤0.01%	474
2022 Q3	$12K	Buy	+583	New	+$12.7K	﹤0.01%	494

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

McIlrath & Eck's IVLU Position: Q1 2026 in Review

McIlrath & Eck held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q1 2026 at 4,139 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #292.

McIlrath & Eck first reported a position in IVLU in Q3 2022 and has held it in 15 quarters since. 373 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

McIlrath & Eck held 4,139 shares of iShares MSCI Intl Value Factor ETF worth $164K as of Q1 2026.
McIlrath & Eck left its iShares MSCI Intl Value Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 0.01% of McIlrath & Eck's portfolio in Q1 2026, its #292 holding.
McIlrath & Eck first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2022 and has held it in 15 quarters since.
373 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.