Strategic Blueprint’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Strategic Blueprint’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	$2.65M	Buy	63,481 +179	+0.3%	+$7.51K	0.13%	161
2026 Q1	$2.51M	Buy	63,302 +345	+0.5%	+$13.9K	0.15%	151
2025 Q4	$2.4M	Sell	62,957 -115	-0.2%	-$4.21K	0.14%	145
2025 Q3	$2.24M	Sell	63,072 -493	-0.8%	-$16.9K	0.1%	188
2025 Q2	$2.09M	Buy	63,565 +1,338	+2%	+$42.1K	0.1%	183
2025 Q1	$1.89M	Buy	62,227 +1,024	+2%	+$29.9K	0.1%	185
2024 Q4	$1.66M	Sell	61,203 -4,352	-7%	-$123K	0.1%	179
2024 Q3	$1.94M	Sell	65,555 -5,027	-7%	-$143K	0.12%	160
2024 Q2	$1.94M	Buy	70,582 +1,605	+2%	+$45.2K	0.13%	145
2024 Q1	$1.95M	Sell	68,977 -633	-0.9%	-$17K	0.14%	150
2023 Q4	$1.85M	Buy	69,610 +8,962	+15%	+$228K	0.15%	144
2023 Q3	$1.54M	Buy	60,648 +7,770	+15%	+$200K	0.14%	148
2023 Q2	$1.35M	Buy	52,878 +11,098	+27%	+$280K	0.13%	152
2023 Q1	$1.04M	Buy	41,780 +19,200	+85%	+$472K	0.11%	183
2022 Q4	$523K	Buy	+22,580	New	+$498K	0.06%	287

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

Strategic Blueprint's IVLU Position: Q2 2026 in Review

Strategic Blueprint increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.28% in Q2 2026, buying an estimated $7.51K and bringing the position to 63,481 shares worth $2.65M. The position accounts for 0.13% of the portfolio, ranked #161.

Strategic Blueprint first reported a position in IVLU in Q4 2022 and has held it in 15 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Strategic Blueprint held 63,481 shares of iShares MSCI Intl Value Factor ETF worth $2.65M as of Q2 2026.
Strategic Blueprint bought 179 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $7.51K.
iShares MSCI Intl Value Factor ETF made up 0.13% of Strategic Blueprint's portfolio in Q2 2026, its #161 holding.
Strategic Blueprint first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.