Sutton Place Investors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Sutton Place Investors’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	$295K	Hold	7,055	–	–	0.14%	115
2026 Q1	$280K	Hold	7,055	–	–	0.15%	109
2025 Q4	$268K	Sell	7,055 -38	-0.5%	-$1.39K	0.15%	112
2025 Q3	$252K	Sell	7,093 -330	-4%	-$11.3K	0.14%	110
2025 Q2	$244K	Buy	7,423 +355	+5%	+$11.2K	0.15%	108
2025 Q1	$214K	Buy	+7,068	New	+$206K	0.14%	105

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

Sutton Place Investors's IVLU Position: Q2 2026 in Review

Sutton Place Investors held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 7,055 shares worth $295K. The position accounts for 0.14% of the portfolio, ranked #115.

Sutton Place Investors first reported a position in IVLU in Q1 2025 and has held it in 6 quarters since. 379 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Sutton Place Investors held 7,055 shares of iShares MSCI Intl Value Factor ETF worth $295K as of Q2 2026.
Sutton Place Investors left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.14% of Sutton Place Investors's portfolio in Q2 2026, its #115 holding.
Sutton Place Investors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
379 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.