NWF Advisory Services’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

NWF Advisory Services’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	$204K	Buy	+4,762	New	+$207K	0.02%	388

Other funds holding IVLU

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

NWF Advisory Services's IVLU Position: Q3 2026 in Review

NWF Advisory Services opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2026: 4,762 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings.

107 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

NWF Advisory Services held 4,762 shares of iShares MSCI Intl Value Factor ETF worth $204K as of Q3 2026.
iShares MSCI Intl Value Factor ETF was a new NWF Advisory Services position in Q3 2026.
iShares MSCI Intl Value Factor ETF made up 0.02% of NWF Advisory Services's portfolio in Q3 2026, its #388 holding.
107 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.