Perigon Wealth Management
IVLU icon

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

Perigon 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
Q3 		$796K Buy
18,570
+12,545
+208% +$546K 0.01% 685
2026
Q2 		$252K Buy
6,025
+15
+0.2% +$629 ﹤0.01% 1228
2026
Q1 		$238K Sell
6,010
-132,682
-96% -$5.36M ﹤0.01% 1125
2025
Q4 		$5.28M Buy
138,692
+92,157
+198% +$3.38M 0.09% 195
2025
Q3 		$1.65M Buy
+46,535
New +$1.6M 0.03% 395

Other funds holding IVLU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Pioneer Family Office
Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Perigon Wealth Management's IVLU Position: Q3 2026 in Review

Perigon Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 208% in Q3 2026, buying an estimated $546K and bringing the position to 18,570 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #685.

Perigon Wealth Management first reported a position in IVLU in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.28M in Q4 2025. 198 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Perigon Wealth Management held 18,570 shares of iShares MSCI Intl Value Factor ETF worth $796K as of Q3 2026.
  • Perigon Wealth Management bought 12,545 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $546K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #685 holding.
  • Perigon Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • Perigon Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $5.28M in Q4 2025.
  • 198 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.