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

Meridian Wealth Management’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	$601K	Buy	+15,157	New	+$612K	0.02%	470

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

Meridian Wealth Management's IVLU Position: Q1 2026 in Review

Meridian Wealth Management opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026: 15,157 shares worth $601K. The stake represents 0.02% of the portfolio and ranks #470 among its holdings.

372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Meridian Wealth Management held 15,157 shares of iShares MSCI Intl Value Factor ETF worth $601K as of Q1 2026.
iShares MSCI Intl Value Factor ETF was a new Meridian Wealth Management position in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #470 holding.
372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.