Planning Strategies’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Planning Strategies’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	$134K	Buy	+3,207	New	+$134K	0.08%	90

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Planning Strategies's IVLU Position: Q2 2026 in Review

Planning Strategies opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 3,207 shares worth $134K. The stake represents 0.08% of the portfolio and ranks #90 among its holdings.

367 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Planning Strategies held 3,207 shares of iShares MSCI Intl Value Factor ETF worth $134K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Planning Strategies position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.08% of Planning Strategies's portfolio in Q2 2026, its #90 holding.
367 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.