Squire Investment Management Company’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Squire Investment Management Company’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	$1.38M	Hold	33,061	–	–	0.33%	37
2026 Q1	$1.31M	Sell	33,061 -3,075	-9%	-$124K	0.36%	35
2025 Q4	$1.37M	Sell	36,136 -220	-0.6%	-$8.06K	0.42%	32
2025 Q3	$1.29M	Sell	36,356 -170	-0.5%	-$5.84K	0.42%	32
2025 Q2	$1.2M	Sell	36,526 -17,586	-32%	-$553K	0.44%	32
2025 Q1	$1.64M	Hold	54,112	–	–	0.68%	23
2024 Q4	$1.47M	Buy	54,112 +3	+0%	+$84	0.65%	24
2024 Q3	$1.6M	Buy	54,109 +3,075	+6%	+$87.4K	0.76%	22
2024 Q2	$1.4M	Buy	51,034 +2	+0%	+$56	0.79%	20
2024 Q1	$1.44M	Hold	51,032	–	–	0.91%	20
2023 Q4	$1.35M	Buy	+51,032	New	+$1.3M	1.1%	16

Other funds holding IVLU

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

HIP

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

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

AWAU

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

Squire Investment Management Company's IVLU Position: Q2 2026 in Review

Squire Investment Management Company held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 33,061 shares worth $1.38M. The position accounts for 0.33% of the portfolio, ranked #37.

Squire Investment Management Company first reported a position in IVLU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q1 2025. 232 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Squire Investment Management Company held 33,061 shares of iShares MSCI Intl Value Factor ETF worth $1.38M as of Q2 2026.
Squire Investment Management Company left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.33% of Squire Investment Management Company's portfolio in Q2 2026, its #37 holding.
Squire Investment Management Company first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
Squire Investment Management Company's iShares MSCI Intl Value Factor ETF position peaked at $1.64M in Q1 2025.
232 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.