Southern Michigan Bank & Trust’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Southern Michigan Bank & Trust’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	$10.2K	Buy	+244	New	+$10.2K	﹤0.01%	325

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Southern Michigan Bank & Trust's IVLU Position: Q2 2026 in Review

Southern Michigan Bank & Trust opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 244 shares worth $10.2K. The stake represents ﹤0.01% of the portfolio and ranks #325 among its holdings.

367 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Southern Michigan Bank & Trust held 244 shares of iShares MSCI Intl Value Factor ETF worth $10.2K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Southern Michigan Bank & Trust position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #325 holding.
367 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.