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

&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
Q2 		$8.46M Buy
201,990
+4,455
+2% +$187K 0.03% 431
2026
Q1 		$7.84M Buy
197,535
+97,713
+98% +$3.94M 0.04% 397
2025
Q4 		$3.77M Buy
99,822
+985
+1% +$36.1K 0.02% 600
2025
Q3 		$3.51M Buy
98,837
+334
+0.3% +$11.5K 0.02% 537
2025
Q2 		$3.24M Buy
98,503
+17,960
+22% +$565K 0.02% 486
2025
Q1 		$2.46M Sell
80,543
-820
-1% -$23.9K 0.03% 467
2024
Q4 		$2.2M Buy
81,363
+28,049
+53% +$790K 0.03% 471
2024
Q3 		$1.57M Buy
+53,314
New +$1.51M 0.03% 419

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

&Partners's IVLU Position: Q2 2026 in Review

&Partners increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 2.3% in Q2 2026, buying an estimated $187K and bringing the position to 201,990 shares worth $8.46M. The position accounts for 0.03% of the portfolio, ranked #431.

&Partners first reported a position in IVLU in Q3 2024 and has held it in 8 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • &Partners held 201,990 shares of iShares MSCI Intl Value Factor ETF worth $8.46M as of Q2 2026.
  • &Partners bought 4,455 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $187K.
  • iShares MSCI Intl Value Factor ETF made up 0.03% of &Partners's portfolio in Q2 2026, its #431 holding.
  • &Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.