Steward Partners Investment Advisory’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Steward Partners Investment Advisory’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	$176K	Buy	4,211 +90	+2%	+$3.77K	﹤0.01%	2305
2026 Q1	$164K	Buy	4,121 +1,024	+33%	+$41.3K	﹤0.01%	2121
2025 Q4	$118K	Buy	3,097 +2,152	+228%	+$78.9K	﹤0.01%	2208
2025 Q3	$33.5K	Buy	945 +51	+6%	+$1.75K	﹤0.01%	2809
2025 Q2	$29.4K	Hold	894	–	–	﹤0.01%	2748
2025 Q1	$27.1K	Buy	894 +796	+812%	+$23.2K	﹤0.01%	2666
2024 Q4	$2.66K	Buy	+98	New	+$2.76K	﹤0.01%	3566
2022 Q4	–	Sell	-255	Closed	-$5K	–	3419
2022 Q3	$5K	Hold	255	–	–	﹤0.01%	2763
2022 Q2	$6K	Hold	255	–	–	﹤0.01%	2693
2022 Q1	$6K	Buy	+255	New	+$6.6K	﹤0.01%	2827

Other funds holding IVLU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Steward Partners Investment Advisory's IVLU Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 2.2% in Q2 2026, buying an estimated $3.77K and bringing the position to 4,211 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2305.

Steward Partners Investment Advisory first reported a position in IVLU in Q1 2022 and has held it in 10 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Steward Partners Investment Advisory held 4,211 shares of iShares MSCI Intl Value Factor ETF worth $176K as of Q2 2026.
Steward Partners Investment Advisory bought 90 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $3.77K.
iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2305 holding.
Steward Partners Investment Advisory first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and has held it in 10 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.