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Plancorp LLC’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Plancorp LLC’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 		$13.3M Sell
316,704
-1,733
-0.5% -$72.7K 0.33% 35
2026
Q1 		$13.2M Buy
318,437
+628
+0.2% +$25.4K 0.38% 29
2025
Q4 		$12.1M Sell
317,809
-3,532
-1% -$129K 0.37% 29
2025
Q3 		$11.4M Sell
321,341
-3,166
-1% -$109K 0.36% 32
2025
Q2 		$10.7M Sell
324,507
-14,811
-4% -$466K 0.37% 31
2025
Q1 		$10.3M Sell
339,318
-6,646
-2% -$194K 0.41% 30
2024
Q4 		$9.38M Sell
345,964
-18,076
-5% -$509K 0.39% 29
2024
Q3 		$10.8M Sell
364,040
-1,299
-0.4% -$36.9K 0.44% 30
2024
Q2 		$10M Buy
365,339
+2,503
+0.7% +$70.6K 0.43% 30
2024
Q1 		$10.2M Sell
362,836
-7,876
-2% -$211K 0.44% 29
2023
Q4 		$9.83M Buy
370,712
+28,179
+8% +$717K 0.47% 28
2023
Q3 		$8.69M Sell
342,533
-4,483
-1% -$115K 0.46% 28
2023
Q2 		$8.83M Sell
347,016
-10,700
-3% -$270K 0.48% 27
2023
Q1 		$8.87M Sell
357,716
-23,673
-6% -$581K 0.5% 24
2022
Q4 		$8.84M Sell
381,389
-19,873
-5% -$438K 0.52% 23
2022
Q3 		$7.92M Buy
401,262
+262,706
+190% +$5.73M 0.53% 21
2022
Q2 		$3.07M Buy
+138,556
New +$3.35M 0.19% 43

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

Plancorp LLC's IVLU Position: Q2 2026 in Review

Plancorp LLC reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.54% in Q2 2026, selling an estimated $72.7K and leaving 316,704 shares worth $13.3M. The position accounts for 0.33% of the portfolio, ranked #35.

Plancorp LLC first reported a position in IVLU in Q2 2022 and has held it in 17 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Plancorp LLC held 316,704 shares of iShares MSCI Intl Value Factor ETF worth $13.3M as of Q2 2026.
  • Plancorp LLC sold 1,733 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $72.7K.
  • iShares MSCI Intl Value Factor ETF made up 0.33% of Plancorp LLC's portfolio in Q2 2026, its #35 holding.
  • Plancorp LLC first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.