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

Spire Wealth Management’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 		$291K Sell
6,947
-28
-0.4% -$1.17K 0.01% 676
2026
Q1 		$277K Sell
6,975
-7
-0.1% -$283 0.01% 695
2025
Q4 		$266K Sell
6,982
-12
-0.2% -$440 0.01% 717
2025
Q3 		$248K Sell
6,994
-66
-0.9% -$2.27K 0.01% 725
2025
Q2 		$232K Buy
7,060
+51
+0.7% +$1.6K 0.01% 724
2025
Q1 		$212K Sell
7,009
-132
-2% -$3.85K 0.01% 810
2024
Q4 		$194K Buy
7,141
+132
+2% +$3.72K 0.01% 831
2024
Q3 		$207K Sell
7,009
-210
-3% -$5.97K 0.01% 720
2024
Q2 		$198K Sell
7,219
-251
-3% -$7.08K 0.01% 720
2024
Q1 		$211K Sell
7,470
-60
-0.8% -$1.61K ﹤0.01% 754
2023
Q4 		$197K Sell
7,530
-147
-2% -$3.74K 0.01% 769
2023
Q3 		$195K Buy
7,677
+13
+0.2% +$335 0.01% 719
2023
Q2 		$195K Sell
7,664
-58
-0.8% -$1.47K 0.01% 722
2023
Q1 		$191K Buy
7,722
+6,906
+846% +$170K 0.01% 735
2022
Q4 		$19K Sell
816
-34
-4% -$750 ﹤0.01% 1387
2022
Q3 		$17K Sell
850
-5,450
-87% -$119K ﹤0.01% 1387
2022
Q2 		$140K Sell
6,300
-70
-1% -$1.69K 0.01% 894
2022
Q1 		$162K Hold
6,370
– – ﹤0.01% 972
2021
Q4 		$162K Buy
6,370
+70
+1% +$1.8K ﹤0.01% 1186
2021
Q3 		$162K Hold
6,300
– – ﹤0.01% 1003
2021
Q2 		$163K Hold
6,300
– – ﹤0.01% 1004
2021
Q1 		$159K Buy
+6,300
New +$154K ﹤0.01% 1169

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

Spire Wealth Management's IVLU Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.4% in Q2 2026, selling an estimated $1.17K and leaving 6,947 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #676.

Spire Wealth Management first reported a position in IVLU in Q1 2021 and has held it in 22 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Spire Wealth Management held 6,947 shares of iShares MSCI Intl Value Factor ETF worth $291K as of Q2 2026.
  • Spire Wealth Management sold 28 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $1.17K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #676 holding.
  • Spire Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2021 and has held it in 22 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.