Systelligence LLC
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Systelligence LLC’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Systelligence LLC’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
Q3 		$10.9M Buy
273,892
+36,126
+15% +$1.57M 1.81% 25
2026
Q2 		$9.9M Buy
237,766
+3,800
+2% +$159K 1.66% 23
2026
Q1 		$9.28M Sell
233,966
-25,236
-10% -$1.02M 1.8% 25
2025
Q4 		$9.9M Sell
259,202
-1,923
-0.7% -$70.5K 1.88% 24
2025
Q3 		$9.26M Buy
261,125
+53,583
+26% +$1.84M 1.76% 26
2025
Q2 		$6.83M Buy
+207,542
New +$6.53M 1.26% 36

Other funds holding IVLU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Systelligence LLC's IVLU Position: Q3 2026 in Review

Systelligence LLC increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 15% in Q3 2026, buying an estimated $1.57M and bringing the position to 273,892 shares worth $10.9M. The position accounts for 1.81% of the portfolio, ranked #25.

Systelligence LLC first reported a position in IVLU in Q2 2025 and has held it in 6 quarters since. 255 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Systelligence LLC held 273,892 shares of iShares MSCI Intl Value Factor ETF worth $10.9M as of Q3 2026.
  • Systelligence LLC bought 36,126 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $1.57M.
  • iShares MSCI Intl Value Factor ETF made up 1.81% of Systelligence LLC's portfolio in Q3 2026, its #25 holding.
  • Systelligence LLC first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 6 quarters since.
  • 255 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Systelligence LLC's 13F filing for Q3 2026, filed 5 Nov 2026.