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Parallel Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Parallel Advisors’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 		$7.92M Buy
189,356
+5,148
+3% +$216K 0.12% 128
2026
Q1 		$7.31M Buy
184,208
+13,640
+8% +$551K 0.13% 119
2025
Q4 		$6.49M Buy
170,568
+9,793
+6% +$359K 0.12% 124
2025
Q3 		$5.7M Sell
160,775
-182
-0.1% -$6.25K 0.1% 135
2025
Q2 		$5.29M Buy
160,957
+17,698
+12% +$557K 0.11% 140
2025
Q1 		$4.34M Sell
143,259
-9,367
-6% -$273K 0.1% 159
2024
Q4 		$4.14M Buy
152,626
+25,427
+20% +$716K 0.09% 165
2024
Q3 		$3.76M Buy
127,199
+14,829
+13% +$421K 0.09% 179
2024
Q2 		$3.08M Buy
112,370
+8,736
+8% +$246K 0.08% 184
2024
Q1 		$2.93M Buy
103,634
+4,274
+4% +$115K 0.08% 184
2023
Q4 		$2.63M Buy
99,360
+12,478
+14% +$317K 0.08% 181
2023
Q3 		$2.2M Buy
86,882
+7,049
+9% +$181K 0.07% 195
2023
Q2 		$2.03M Sell
79,833
-1,263
-2% -$31.9K 0.07% 199
2023
Q1 		$2.01M Buy
81,096
+4,341
+6% +$107K 0.07% 201
2022
Q4 		$1.78M Buy
76,755
+27,935
+57% +$616K 0.08% 169
2022
Q3 		$964K Buy
48,820
+20,755
+74% +$453K 0.04% 246
2022
Q2 		$622K Buy
28,065
+27,630
+6,352% +$668K 0.03% 340
2022
Q1 		$11K Sell
435
-2,596
-86% -$67.2K ﹤0.01% 1967
2021
Q4 		$77K Buy
3,031
+6
+0.2% +$154 ﹤0.01% 1117
2021
Q3 		$78K Buy
3,025
+1
+0% +$26 ﹤0.01% 1083
2021
Q2 		$78K Buy
3,024
+2,019
+201% +$52.9K ﹤0.01% 1038
2021
Q1 		$25K Buy
+1,005
New +$24.5K ﹤0.01% 1484

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Parallel Advisors's IVLU Position: Q2 2026 in Review

Parallel Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 2.8% in Q2 2026, buying an estimated $216K and bringing the position to 189,356 shares worth $7.92M. The position accounts for 0.12% of the portfolio, ranked #128.

Parallel Advisors first reported a position in IVLU in Q1 2021 and has held it in 22 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Parallel Advisors held 189,356 shares of iShares MSCI Intl Value Factor ETF worth $7.92M as of Q2 2026.
  • Parallel Advisors bought 5,148 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $216K.
  • iShares MSCI Intl Value Factor ETF made up 0.12% of Parallel Advisors's portfolio in Q2 2026, its #128 holding.
  • Parallel Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.