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

Ridgeline Wealth’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	$275K	Hold	6,465	–	–	0.16%	48
2026 Q2	$270K	Hold	6,465	–	–	0.16%	52
2026 Q1	$257K	Sell	6,465 -626	-9%	-$25.3K	0.18%	42
2025 Q4	$270K	Sell	7,091 -3,062	-30%	-$112K	0.19%	41
2025 Q3	$360K	Sell	10,153 -7	-0.1%	-$240	0.27%	36
2025 Q2	$334K	Sell	10,160 -7,840	-44%	-$247K	0.27%	35
2025 Q1	$546K	Sell	18,000 -30	-0.2%	-$875	0.46%	29
2024 Q4	$489K	Buy	+18,030	New	+$508K	0.4%	35

Other funds holding IVLU

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Ridgeline Wealth's IVLU Position: Q3 2026 in Review

Ridgeline Wealth held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q3 2026 at 6,465 shares worth $275K. The position accounts for 0.16% of the portfolio, ranked #48.

Ridgeline Wealth first reported a position in IVLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $546K in Q1 2025. 130 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

Ridgeline Wealth held 6,465 shares of iShares MSCI Intl Value Factor ETF worth $275K as of Q3 2026.
Ridgeline Wealth left its iShares MSCI Intl Value Factor ETF share count unchanged in Q3 2026.
iShares MSCI Intl Value Factor ETF made up 0.16% of Ridgeline Wealth's portfolio in Q3 2026, its #48 holding.
Ridgeline Wealth first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's iShares MSCI Intl Value Factor ETF position peaked at $546K in Q1 2025.
130 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.