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

Prosperity Planning’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 		$5.11M Sell
122,191
-3,965
-3% -$166K 1.17% 23
2026
Q1 		$5.01M Sell
126,156
-6,438
-5% -$260K 1.27% 21
2025
Q4 		$5.05M Sell
132,594
-3,929
-3% -$144K 1.32% 21
2025
Q3 		$4.84M Sell
136,523
-9,932
-7% -$341K 1.31% 22
2025
Q2 		$4.82M Sell
146,455
-5,085
-3% -$160K 1.39% 20
2025
Q1 		$4.59M Sell
151,540
-8,520
-5% -$248K 1.44% 20
2024
Q4 		$4.34M Sell
160,060
-16,271
-9% -$458K 1.39% 20
2024
Q3 		$5.21M Sell
176,331
-19,251
-10% -$547K 1.65% 15
2024
Q2 		$5.37M Sell
195,582
-22,921
-10% -$646K 1.83% 15
2024
Q1 		$6.17M Buy
218,503
+11,872
+6% +$319K 2.14% 14
2023
Q4 		$5.48M Buy
206,631
+5,491
+3% +$140K 2.05% 15
2023
Q3 		$5.1M Buy
201,140
+3,520
+2% +$90.6K 2.13% 13
2023
Q2 		$5.03M Buy
197,620
+5,362
+3% +$135K 2.08% 14
2023
Q1 		$4.77M Buy
192,258
+3,696
+2% +$90.8K 2.08% 13
2022
Q4 		$4.41M Hold
188,562
– – 2.18% 13
2022
Q3 		$3.72M Buy
188,562
+33,577
+22% +$733K 1.94% 13
2022
Q2 		$4.27M Hold
154,985
– – 2.18% 12
2022
Q1 		$4.43M Hold
154,985
– – 2.17% 14
2021
Q4 		$3.94M Buy
154,985
+14,126
+10% +$363K 2% 14
2021
Q3 		$3.62M Buy
140,859
+3,465
+3% +$89.7K 1.97% 15
2021
Q2 		$3.55M Buy
137,394
+8,712
+7% +$228K 2.2% 14
2021
Q1 		$3.25M Buy
128,682
+11,597
+10% +$283K 2.31% 14
2020
Q4 		$2.67M Buy
+117,085
New +$2.49M 2.26% 15

Other funds holding IVLU

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return