Simplex Trading
IVLU icon

Simplex Trading’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Simplex Trading’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 		– Sell
-93
Closed -$3.69K – 9780
2026
Q1 		$3.69K Sell
93
-35
-27% -$1.41K ﹤0.01% 8076
2025
Q4 		$4.87K Buy
+128
New +$4.69K ﹤0.01% 7444
2025
Q3 		– Sell
-99
Closed -$3K – 9514
2025
Q2 		$3K Buy
+99
New +$3.12K ﹤0.01% 7987
2021
Q2 		– Sell
-100
Closed -$2K – 10350
2021
Q1 		$2K Buy
+100
New +$2.44K ﹤0.01% 8458

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
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 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

Simplex Trading's IVLU Position: Q2 2026 in Review

Simplex Trading sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 93 shares — an estimated $3.69K sold.

Simplex Trading first reported a position in IVLU in Q1 2021 and held it in 4 quarters. The position peaked at $4.87K in Q4 2025. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Simplex Trading reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Simplex Trading sold 93 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $3.69K.
  • Simplex Trading first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2021 and held it in 4 quarters.
  • Simplex Trading's iShares MSCI Intl Value Factor ETF position peaked at $4.87K in Q4 2025.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.