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SHP Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

SHP Wealth Management’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 		$1.71K Hold
43
– – ﹤0.01% 1326
2025
Q4 		$1.64K Buy
+43
New +$1.58K ﹤0.01% 1166

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SHP Wealth Management's IVLU Position: Q1 2026 in Review

SHP Wealth Management held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q1 2026 at 43 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

SHP Wealth Management first reported a position in IVLU in Q4 2025 and has held it in 2 quarters since. 374 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

  • SHP Wealth Management held 43 shares of iShares MSCI Intl Value Factor ETF worth $1.71K as of Q1 2026.
  • SHP Wealth Management left its iShares MSCI Intl Value Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1326 holding.
  • SHP Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 374 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.