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Stratos Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-26,061
Closed -$707K – 708
2024
Q4 		$707K Buy
26,061
+1,117
+4% +$31.5K 0.03% 393
2024
Q3 		$737K Buy
24,944
+763
+3% +$21.7K 0.03% 414
2024
Q2 		$664K Sell
24,181
-1,178
-5% -$33.2K 0.03% 406
2024
Q1 		$716K Buy
25,359
+33
+0.1% +$886 0.04% 391
2023
Q4 		$671K Buy
25,326
+1,358
+6% +$34.5K 0.04% 403
2023
Q3 		$608K Sell
23,968
-2,640
-10% -$67.9K 0.04% 395
2023
Q2 		$677K Buy
26,608
+5,685
+27% +$144K 0.05% 370
2023
Q1 		$519K Sell
20,923
-4,203
-17% -$103K 0.04% 412
2022
Q4 		$582K Sell
25,126
-809
-3% -$17.8K 0.05% 373
2022
Q3 		$512K Buy
25,935
+16,712
+181% +$365K 0.05% 353
2022
Q2 		$205K Sell
9,223
-7,659
-45% -$185K 0.02% 490
2022
Q1 		$430K Buy
+16,882
New +$437K 0.03% 398

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Stratos Wealth Advisors's IVLU Position: Q1 2025 in Review

Stratos Wealth Advisors sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2025, closing a stake of 26,061 shares — an estimated $707K sold.

Stratos Wealth Advisors first reported a position in IVLU in Q1 2022 and held it in 12 quarters. The position peaked at $737K in Q3 2024. 261 funds tracked by Wall St. Rank hold IVLU as of Q1 2025.

  • Stratos Wealth Advisors reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 26,061 iShares MSCI Intl Value Factor ETF shares in Q1 2025, an estimated $707K.
  • Stratos Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2022 and held it in 12 quarters.
  • Stratos Wealth Advisors's iShares MSCI Intl Value Factor ETF position peaked at $737K in Q3 2024.
  • 261 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2025.

Based on Stratos Wealth Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.