Root Financial Partners
IVLU icon

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
Q3 		$25K Buy
+583
New +$25.4K ﹤0.01% 1437
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Root Financial Partners's IVLU Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2026: 583 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #1437 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IVLU as recently as Q1 2026.

Root Financial Partners first reported a position in IVLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $35.4K in Q1 2026. 353 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Root Financial Partners held 583 shares of iShares MSCI Intl Value Factor ETF worth $25K as of Q3 2026.
  • iShares MSCI Intl Value Factor ETF was a new Root Financial Partners position in Q3 2026.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1437 holding.
  • Root Financial Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares MSCI Intl Value Factor ETF position peaked at $35.4K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.