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Sagespring Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Sagespring Wealth 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 		$5.02M Buy
119,991
+9,099
+8% +$382K 0.08% 130
2026
Q1 		$4.4M Buy
110,892
+1,884
+2% +$76.1K 0.08% 125
2025
Q4 		$4.15M Sell
109,008
-13,567
-11% -$497K 0.08% 127
2025
Q3 		$4.35M Sell
122,575
-2,620
-2% -$90K 0.09% 114
2025
Q2 		$4.12M Buy
125,195
+24,219
+24% +$762K 0.09% 113
2025
Q1 		$3.06M Buy
100,976
+69,500
+221% +$2.03M 0.08% 126
2024
Q4 		$853K Buy
+31,476
New +$886K 0.02% 246

Other funds holding IVLU

LPL Financial
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

Sagespring Wealth Partners's IVLU Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 8.2% in Q2 2026, buying an estimated $382K and bringing the position to 119,991 shares worth $5.02M. The position accounts for 0.08% of the portfolio, ranked #130.

Sagespring Wealth Partners first reported a position in IVLU in Q4 2024 and has held it in 7 quarters since. 251 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Sagespring Wealth Partners held 119,991 shares of iShares MSCI Intl Value Factor ETF worth $5.02M as of Q2 2026.
  • Sagespring Wealth Partners bought 9,099 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $382K.
  • iShares MSCI Intl Value Factor ETF made up 0.08% of Sagespring Wealth Partners's portfolio in Q2 2026, its #130 holding.
  • Sagespring Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.