ORG Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

ORG Wealth Partners’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	$257	Buy	+6	New	+$261	﹤0.01%	2294

Other funds holding IVLU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

ORG Wealth Partners's IVLU Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2026: 6 shares worth $257. The stake represents ﹤0.01% of the portfolio and ranks #2294 among its holdings.

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

ORG Wealth Partners held 6 shares of iShares MSCI Intl Value Factor ETF worth $257 as of Q3 2026.
iShares MSCI Intl Value Factor ETF was a new ORG Wealth Partners position in Q3 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2294 holding.
317 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.