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

Platform 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
Q2 		$285K Buy
+6,807
New +$285K 0.1% 54
2025
Q4 		$310K Buy
+8,139
New +$298K 0.08% 54

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

Platform Wealth Management's IVLU Position: Q2 2026 in Review

Platform Wealth Management opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 6,807 shares worth $285K. The stake represents 0.1% of the portfolio and ranks #54 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in IVLU as recently as Q4 2025.

Platform Wealth Management first reported a position in IVLU in Q4 2025 and has held it in 2 quarters since. The position peaked at $310K in Q4 2025. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Platform Wealth Management held 6,807 shares of iShares MSCI Intl Value Factor ETF worth $285K as of Q2 2026.
  • iShares MSCI Intl Value Factor ETF was a new Platform Wealth Management position in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.1% of Platform Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Platform Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Platform Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $310K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.