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

Strategic Wealth Partners’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 Q1	$73.2K	Hold	1,845	–	–	0.01%	445
2025 Q4	$70.2K	Hold	1,845	–	–	﹤0.01%	460
2025 Q3	$65.5K	Hold	1,845	–	–	﹤0.01%	505
2025 Q2	$60.7K	Buy	+1,845	New	+$58K	﹤0.01%	464
2022 Q4	–	Sell	-26,614	Closed	-$526K	–	275
2022 Q3	$526K	Buy	+26,614	New	+$581K	0.11%	169

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Strategic Wealth Partners's IVLU Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q1 2026 at 1,845 shares worth $73.2K. The position accounts for 0.01% of the portfolio, ranked #445.

Strategic Wealth Partners first reported a position in IVLU in Q3 2022 and has held it in 5 quarters since. The position peaked at $526K in Q3 2022. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Strategic Wealth Partners held 1,845 shares of iShares MSCI Intl Value Factor ETF worth $73.2K as of Q1 2026.
Strategic Wealth Partners left its iShares MSCI Intl Value Factor ETF share count unchanged in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #445 holding.
Strategic Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2022 and has held it in 5 quarters since.
Strategic Wealth Partners's iShares MSCI Intl Value Factor ETF position peaked at $526K in Q3 2022.
372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.