RHS Financial
IVLU icon

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

RHS Financial’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
Q3 		$10.8M Buy
251,289
+58,986
+31% +$2.57M 3.65% 3
2026
Q2 		$8.04M Sell
192,303
-1,519
-0.8% -$63.7K 3.24% 6
2026
Q1 		$7.69M Buy
193,822
+5,716
+3% +$231K 3.64% 4
2025
Q4 		$7.16M Buy
188,106
+6,624
+4% +$243K 3.49% 7
2025
Q3 		$6.44M Buy
181,482
+4,233
+2% +$145K 3.34% 7
2025
Q2 		$5.83M Buy
177,249
+3,308
+2% +$104K 3.31% 7
2025
Q1 		$5.27M Buy
173,941
+61,236
+54% +$1.79M 2.96% 7
2024
Q4 		$3.06M Buy
112,705
+11,294
+11% +$318K 1.58% 20
2024
Q3 		$2.99M Buy
101,411
+18,111
+22% +$514K 1.51% 18
2024
Q2 		$2.29M Buy
83,300
+17,112
+26% +$482K 1.4% 22
2024
Q1 		$1.87M Buy
66,188
+17,023
+35% +$457K 1.09% 25
2023
Q4 		$1.3M Buy
49,165
+7,112
+17% +$181K 0.82% 31
2023
Q3 		$1.07M Buy
42,053
+12,505
+42% +$322K 0.75% 36
2023
Q2 		$752K Buy
29,548
+229
+0.8% +$5.78K 0.55% 46
2023
Q1 		$727K Sell
29,319
-2,698
-8% -$66.3K 0.55% 48
2022
Q4 		$742K Sell
32,017
-1,712
-5% -$37.8K 0.59% 44
2022
Q3 		$666K Buy
33,729
+7,522
+29% +$164K 0.59% 43
2022
Q2 		$581K Buy
26,207
+2,983
+13% +$72.2K 0.48% 45
2022
Q1 		$591K Sell
23,224
-3,900
-14% -$101K 0.44% 46
2021
Q4 		$690K Buy
27,124
+6,915
+34% +$178K 0.48% 46
2021
Q3 		$520K Buy
20,209
+4,074
+25% +$106K 0.38% 55
2021
Q2 		$417K Buy
+16,135
New +$422K 0.31% 59

Other funds holding IVLU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Pioneer Family Office
Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Meridian Financial Partners
Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

RHS Financial's IVLU Position: Q3 2026 in Review

RHS Financial increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 31% in Q3 2026, buying an estimated $2.57M and bringing the position to 251,289 shares worth $10.8M. The position accounts for 3.65% of the portfolio, ranked #3.

RHS Financial first reported a position in IVLU in Q2 2021 and has held it in 22 quarters since. 147 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • RHS Financial held 251,289 shares of iShares MSCI Intl Value Factor ETF worth $10.8M as of Q3 2026.
  • RHS Financial bought 58,986 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $2.57M.
  • iShares MSCI Intl Value Factor ETF made up 3.65% of RHS Financial's portfolio in Q3 2026, its #3 holding.
  • RHS Financial first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2021 and has held it in 22 quarters since.
  • 147 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.