Rothschild Investment LLC’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Rothschild Investment LLC’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	$50.5K	Buy	1,209 +14	+1%	+$587	﹤0.01%	1247
2026 Q1	$47.4K	Hold	1,195	–	–	﹤0.01%	1136
2025 Q4	$45.5K	Buy	1,195 +415	+53%	+$15.2K	﹤0.01%	1055
2025 Q3	$27.7K	Hold	780	–	–	﹤0.01%	1158
2025 Q2	$25.7K	Hold	780	–	–	﹤0.01%	964
2025 Q1	$23.6K	Hold	780	–	–	﹤0.01%	956
2024 Q4	$21.1K	Hold	780	–	–	﹤0.01%	992
2024 Q3	$23K	Hold	780	–	–	﹤0.01%	969
2024 Q2	$21.4K	Hold	780	–	–	﹤0.01%	955
2024 Q1	$22K	Hold	780	–	–	﹤0.01%	900
2023 Q4	$20.7K	Buy	+780	New	+$19.8K	﹤0.01%	856

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

KCM

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Rothschild Investment LLC's IVLU Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.2% in Q2 2026, buying an estimated $587 and bringing the position to 1,209 shares worth $50.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Rothschild Investment LLC first reported a position in IVLU in Q4 2023 and has held it in 11 quarters since. 324 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Rothschild Investment LLC held 1,209 shares of iShares MSCI Intl Value Factor ETF worth $50.5K as of Q2 2026.
Rothschild Investment LLC bought 14 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $587.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1247 holding.
Rothschild Investment LLC first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
324 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.