RSWM
IVLU icon

Robertson Stephens Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Robertson Stephens Wealth Management’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
2025
Q3 		– Sell
-54,100
Closed -$1.78M – 555
2025
Q2 		$1.78M Buy
54,100
+4,702
+10% +$148K 0.06% 204
2025
Q1 		$1.5M Sell
49,398
-3,822
-7% -$111K 0.05% 221
2024
Q4 		$1.44M Buy
53,220
+19,132
+56% +$539K 0.05% 226
2024
Q3 		$1.01M Buy
34,088
+516
+2% +$14.7K 0.04% 280
2024
Q2 		$921K Sell
33,572
-27,109
-45% -$764K 0.05% 236
2024
Q1 		$1.71M Sell
60,681
-306
-0.5% -$8.22K 0.09% 173
2023
Q4 		$1.62M Sell
60,987
-32,737
-35% -$833K 0.1% 164
2023
Q3 		$2.38M Buy
93,724
+27,325
+41% +$703K 0.16% 130
2023
Q2 		$1.69M Buy
66,399
+1,265
+2% +$32K 0.12% 145
2023
Q1 		$1.61M Sell
65,134
-48,015
-42% -$1.18M 0.12% 149
2022
Q4 		$2.62M Sell
113,149
-1,519
-1% -$33.5K 0.26% 90
2022
Q3 		$2.26M Buy
114,668
+80,534
+236% +$1.76M 0.24% 86
2022
Q2 		$757K Sell
34,134
-93,289
-73% -$2.26M 0.07% 189
2022
Q1 		$3.24M Buy
127,423
+51,388
+68% +$1.33M 0.27% 77
2021
Q4 		$1.94M Buy
76,035
+54,557
+254% +$1.4M 0.16% 116
2021
Q3 		$552K Sell
21,478
-1,768
-8% -$45.8K 0.06% 195
2021
Q2 		$600K Buy
+23,246
New +$609K 0.07% 189

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Robertson Stephens Wealth Management's IVLU Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2025, closing a stake of 54,100 shares — an estimated $1.78M sold.

Robertson Stephens Wealth Management first reported a position in IVLU in Q2 2021 and held it in 17 quarters. The position peaked at $3.24M in Q1 2022. 301 funds tracked by Wall St. Rank hold IVLU as of Q3 2025.

  • Robertson Stephens Wealth Management reported no remaining iShares MSCI Intl Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 54,100 iShares MSCI Intl Value Factor ETF shares in Q3 2025, an estimated $1.78M.
  • Robertson Stephens Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2021 and held it in 17 quarters.
  • Robertson Stephens Wealth Management's iShares MSCI Intl Value Factor ETF position peaked at $3.24M in Q1 2022.
  • 301 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.