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Savvy Advisors Inc’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Savvy Advisors Inc’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 		$109M Buy
2,612,696
+373,016
+17% +$15.6M 2.32% 4
2026
Q1 		$88.9M Buy
2,239,680
+791,660
+55% +$32M 2.37% 4
2025
Q4 		$55.1M Buy
1,448,020
+617,396
+74% +$22.6M 1.78% 9
2025
Q3 		$29.5M Buy
830,624
+158,491
+24% +$5.44M 1.35% 13
2025
Q2 		$22.1M Buy
672,133
+151,685
+29% +$4.77M 1.48% 13
2025
Q1 		$15.8M Buy
520,448
+7,263
+1% +$212K 1.59% 10
2024
Q4 		$13.9M Buy
513,185
+127,106
+33% +$3.58M 1.67% 8
2024
Q3 		$11.4M Buy
386,079
+267,655
+226% +$7.6M 2.32% 6
2024
Q2 		$3.25M Buy
118,424
+33,823
+40% +$953K 1.06% 18
2024
Q1 		$2.39M Buy
84,601
+36,736
+77% +$986K 1.38% 10
2023
Q4 		$1.27M Buy
+47,865
New +$1.22M 1.23% 11

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Savvy Advisors Inc's IVLU Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 17% in Q2 2026, buying an estimated $15.6M and bringing the position to 2,612,696 shares worth $109M. The position accounts for 2.32% of the portfolio, ranked #4.

Savvy Advisors Inc first reported a position in IVLU in Q4 2023 and has held it in 11 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Savvy Advisors Inc held 2,612,696 shares of iShares MSCI Intl Value Factor ETF worth $109M as of Q2 2026.
  • Savvy Advisors Inc bought 373,016 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $15.6M.
  • iShares MSCI Intl Value Factor ETF made up 2.32% of Savvy Advisors Inc's portfolio in Q2 2026, its #4 holding.
  • Savvy Advisors Inc first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.