Shared Vision Wealth Group’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Shared Vision Wealth Group’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 Q1	$1.02M	Buy	25,729 +86	+0.3%	+$3.47K	0.42%	40
2025 Q4	$1.03M	Sell	25,643 -367	-1%	-$13.4K	0.42%	37
2025 Q3	$926K	Sell	26,010 -526	-2%	-$18.1K	0.39%	39
2025 Q2	$874K	Sell	26,536 -216	-0.8%	-$6.79K	0.44%	36
2025 Q1	$811K	Sell	26,752 -2,582	-9%	-$75.3K	0.44%	36
2024 Q4	$795K	Buy	29,334 +5,340	+22%	+$150K	0.42%	33
2024 Q3	$709K	Hold	23,994	–	–	0.38%	37
2024 Q2	$658K	Sell	23,994 -2,522	-10%	-$71.1K	0.38%	37
2024 Q1	$749K	Sell	26,516 -1,470	-5%	-$39.5K	0.47%	29
2023 Q4	$742K	Buy	+27,986	New	+$712K	0.5%	29

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Shared Vision Wealth Group's IVLU Position: Q1 2026 in Review

Shared Vision Wealth Group increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.34% in Q1 2026, buying an estimated $3.47K and bringing the position to 25,729 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #40.

Shared Vision Wealth Group first reported a position in IVLU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2025. 373 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Shared Vision Wealth Group held 25,729 shares of iShares MSCI Intl Value Factor ETF worth $1.02M as of Q1 2026.
Shared Vision Wealth Group bought 86 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $3.47K.
iShares MSCI Intl Value Factor ETF made up 0.42% of Shared Vision Wealth Group's portfolio in Q1 2026, its #40 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 10 quarters since.
Shared Vision Wealth Group's iShares MSCI Intl Value Factor ETF position peaked at $1.03M in Q4 2025.
373 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.