SW
IVLU icon

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

Simplicity Wealth’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 		$1.78M Buy
42,612
+896
+2% +$37.6K 0.06% 305
2026
Q1 		$1.66M Buy
41,716
+1,097
+3% +$44.3K 0.09% 211
2025
Q4 		$1.55M Buy
40,619
+21,118
+108% +$774K 0.09% 213
2025
Q3 		$692K Buy
19,501
+3
+0% +$103 0.04% 379
2025
Q2 		$641K Buy
19,498
+323
+2% +$10.2K 0.03% 407
2025
Q1 		$581K Buy
+19,175
New +$559K 0.05% 322
2024
Q3 		– Sell
-47,404
Closed -$1.3M – 841
2024
Q2 		$1.3M Buy
47,404
+24,521
+107% +$691K 0.03% 449
2024
Q1 		$646K Buy
+22,883
New +$614K 0.02% 647

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

Simplicity Wealth's IVLU Position: Q2 2026 in Review

Simplicity Wealth increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 2.1% in Q2 2026, buying an estimated $37.6K and bringing the position to 42,612 shares worth $1.78M. The position accounts for 0.06% of the portfolio, ranked #305.

Simplicity Wealth first reported a position in IVLU in Q1 2024 and has held it in 8 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Simplicity Wealth held 42,612 shares of iShares MSCI Intl Value Factor ETF worth $1.78M as of Q2 2026.
  • Simplicity Wealth bought 896 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $37.6K.
  • iShares MSCI Intl Value Factor ETF made up 0.06% of Simplicity Wealth's portfolio in Q2 2026, its #305 holding.
  • Simplicity Wealth first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2024 and has held it in 8 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.