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Riversedge Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Riversedge Advisors’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 		$7.01M Buy
163,420
+8,147
+5% +$355K 0.86% 24
2026
Q2 		$6.49M Buy
155,273
+5,259
+4% +$221K 0.86% 23
2026
Q1 		$5.95M Buy
+150,014
New +$6.06M 0.96% 24

Other funds holding IVLU

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Riversedge Advisors's IVLU Position: Q3 2026 in Review

Riversedge Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 5.2% in Q3 2026, buying an estimated $355K and bringing the position to 163,420 shares worth $7.01M. The position accounts for 0.86% of the portfolio, ranked #24.

Riversedge Advisors first reported a position in IVLU in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Riversedge Advisors held 163,420 shares of iShares MSCI Intl Value Factor ETF worth $7.01M as of Q3 2026.
  • Riversedge Advisors bought 8,147 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $355K.
  • iShares MSCI Intl Value Factor ETF made up 0.86% of Riversedge Advisors's portfolio in Q3 2026, its #24 holding.
  • Riversedge Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.