Pine Grove Financial Group
IVLU icon

Pine Grove Financial Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Pine Grove Financial Group’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 		$699K Sell
16,301
-1,242
-7% -$54.1K 0.07% 119
2026
Q2 		$734K Sell
17,543
-359
-2% -$15.1K 0.07% 112
2026
Q1 		$710K Buy
17,902
+3,780
+27% +$153K 0.08% 102
2025
Q4 		$537K Buy
+14,122
New +$518K 0.06% 112

Other funds holding IVLU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 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
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Meridian Financial Partners
Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Pine Grove Financial Group's IVLU Position: Q3 2026 in Review

Pine Grove Financial Group reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 7.1% in Q3 2026, selling an estimated $54.1K and leaving 16,301 shares worth $699K. The position accounts for 0.07% of the portfolio, ranked #119.

Pine Grove Financial Group first reported a position in IVLU in Q4 2025 and has held it in 4 quarters since. The position peaked at $734K in Q2 2026. 107 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Pine Grove Financial Group held 16,301 shares of iShares MSCI Intl Value Factor ETF worth $699K as of Q3 2026.
  • Pine Grove Financial Group sold 1,242 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $54.1K.
  • iShares MSCI Intl Value Factor ETF made up 0.07% of Pine Grove Financial Group's portfolio in Q3 2026, its #119 holding.
  • Pine Grove Financial Group first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • Pine Grove Financial Group's iShares MSCI Intl Value Factor ETF position peaked at $734K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.