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SpiderRock Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

SpiderRock Advisors’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
2024
Q3 		$226K Hold
7,650
– – ﹤0.01% 785
2024
Q2 		$210K Hold
7,650
– – ﹤0.01% 738
2024
Q1 		$212K Buy
+7,650
New +$205K 0.01% 685

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SpiderRock Advisors's IVLU Position: Q3 2024 in Review

SpiderRock Advisors held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q3 2024 at 7,650 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

SpiderRock Advisors first reported a position in IVLU in Q1 2024 and has held it in 3 quarters since. 239 funds tracked by Wall St. Rank hold IVLU as of Q3 2024.

  • SpiderRock Advisors held 7,650 shares of iShares MSCI Intl Value Factor ETF worth $226K as of Q3 2024.
  • SpiderRock Advisors left its iShares MSCI Intl Value Factor ETF share count unchanged in Q3 2024.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #785 holding.
  • SpiderRock Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2024 and has held it in 3 quarters since.
  • 239 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.