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

Root Financial Partners’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 Q2	–	Sell	-893	Closed	-$35.4K	–	1809
2026 Q1	$35.4K	Buy	893 +444	+99%	+$17.9K	﹤0.01%	1028
2025 Q4	$17.1K	Hold	449	–	–	﹤0.01%	1254
2025 Q3	$15.9K	Buy	+449	New	+$15.4K	﹤0.01%	1228

Other funds holding IVLU

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Root Financial Partners's IVLU Position: Q2 2026 in Review

Root Financial Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 893 shares — an estimated $35.4K sold.

Root Financial Partners first reported a position in IVLU in Q3 2025 and held it in 3 quarters. The position peaked at $35.4K in Q1 2026. 160 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Root Financial Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 893 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $35.4K.
Root Financial Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's iShares MSCI Intl Value Factor ETF position peaked at $35.4K in Q1 2026.
160 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.