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

RCS Financial 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
Q1 		– Sell
-7,857
Closed -$299K – 104
2025
Q4 		$299K Sell
7,857
-733
-9% -$26.9K 0.13% 81
2025
Q3 		$305K Sell
8,590
-1,118
-12% -$38.4K 0.14% 78
2025
Q2 		$319K Buy
9,708
+1,581
+19% +$49.7K 0.16% 70
2025
Q1 		$246K Sell
8,127
-503
-6% -$14.7K 0.13% 72
2024
Q4 		$234K Sell
8,630
-519
-6% -$14.6K 0.12% 74
2024
Q3 		$270K Buy
9,149
+1,557
+21% +$44.2K 0.15% 65
2024
Q2 		$208K Sell
7,592
-1,713
-18% -$48.3K 0.12% 69
2024
Q1 		$263K Sell
9,305
-1,015
-10% -$27.3K 0.16% 66
2023
Q4 		$274K Sell
10,320
-2,712
-21% -$69K 0.18% 59
2023
Q3 		$330K Buy
13,032
+3,204
+33% +$82.5K 0.25% 50
2023
Q2 		$250K Buy
9,828
+1,067
+12% +$26.9K 0.21% 48
2023
Q1 		$217K Buy
8,761
+80
+0.9% +$1.97K 0.19% 48
2022
Q4 		$201K Buy
+8,681
New +$191K 0.2% 51

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RCS Financial Planning's IVLU Position: Q1 2026 in Review

RCS Financial Planning sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026, closing a stake of 7,857 shares — an estimated $299K sold.

RCS Financial Planning first reported a position in IVLU in Q4 2022 and held it in 13 quarters. The position peaked at $330K in Q3 2023. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

  • RCS Financial Planning reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2026 after selling out during the quarter.
  • RCS Financial Planning sold 7,857 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $299K.
  • RCS Financial Planning first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and held it in 13 quarters.
  • RCS Financial Planning's iShares MSCI Intl Value Factor ETF position peaked at $330K in Q3 2023.
  • 372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.