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

Stratos 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 		– Sell
-49,776
Closed -$1.89M – 1661
2025
Q4 		$1.89M Buy
+49,776
New +$1.82M 0.02% 562

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Stratos Wealth Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026, closing a stake of 49,776 shares — an estimated $1.89M sold.

Stratos Wealth Partners first reported a position in IVLU in Q4 2025 and held it in 1 quarter. The position peaked at $1.89M in Q4 2025. 377 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

  • Stratos Wealth Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 49,776 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $1.89M.
  • Stratos Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and held it in 1 quarter.
  • Stratos Wealth Partners's iShares MSCI Intl Value Factor ETF position peaked at $1.89M in Q4 2025.
  • 377 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.