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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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 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. 114 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.
  • 114 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.