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Southland Equity Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Southland Equity Partners’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
Q3 		$249K Buy
+5,807
New +$253K 0.04% 261

Other funds holding IVLU

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Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RF
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 9.78% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CAM
Cobblestone Asset Management Richmond, Virginia $248M AUM 11.41% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return

Southland Equity Partners's IVLU Position: Q3 2026 in Review

Southland Equity Partners opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q3 2026: 5,807 shares worth $249K. The stake represents 0.04% of the portfolio and ranks #261 among its holdings.

43 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Southland Equity Partners held 5,807 shares of iShares MSCI Intl Value Factor ETF worth $249K as of Q3 2026.
  • iShares MSCI Intl Value Factor ETF was a new Southland Equity Partners position in Q3 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.04% of Southland Equity Partners's portfolio in Q3 2026, its #261 holding.
  • 43 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Southland Equity Partners's 13F filing for Q3 2026, filed 14 Oct 2026.