Sunbelt Securities’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Sunbelt Securities’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	$129K	Buy	+3,241	New	+$131K	0.01%	765
2025 Q3	–	Sell	-1,315	Closed	-$35.7K	–	2785
2025 Q2	$35.7K	Buy	+1,315	New	+$41.4K	﹤0.01%	1014
2025 Q1	–	Sell	-1,315	Closed	-$35.7K	–	1854
2024 Q4	$35.7K	Sell	1,315 -518	-28%	-$14.6K	﹤0.01%	1013
2024 Q3	$54.1K	Hold	1,833	–	–	0.01%	922
2024 Q2	$50.3K	Buy	1,833 +20	+1%	+$564	0.01%	898
2024 Q1	$51.2K	Hold	1,813	–	–	0.01%	868
2023 Q4	$48K	Buy	1,813 +16	+0.9%	+$407	0.01%	826
2023 Q3	$45.6K	Sell	1,797 -100	-5%	-$2.57K	0.01%	829
2023 Q2	$48.3K	Sell	1,897 -109	-5%	-$2.75K	0.01%	807
2023 Q1	$49.5K	Buy	+2,006	New	+$49.3K	0.01%	746

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

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sunbelt Securities's IVLU Position: Q1 2026 in Review

Sunbelt Securities opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026: 3,241 shares worth $129K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in IVLU as recently as Q2 2025.

Sunbelt Securities first reported a position in IVLU in Q1 2023 and has held it in 10 quarters since. 374 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Sunbelt Securities held 3,241 shares of iShares MSCI Intl Value Factor ETF worth $129K as of Q1 2026.
iShares MSCI Intl Value Factor ETF was a new Sunbelt Securities position in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #765 holding.
Sunbelt Securities first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2023 and has held it in 10 quarters since.
374 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.