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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
Q2 		$9.94M 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 		$9.86M 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

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Systelligence LLC's IVLU Position: Q2 2026 in Review

Systelligence LLC increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.6% in Q2 2026, buying an estimated $159K and bringing the position to 237,766 shares worth $9.94M. The position accounts for 1.66% of the portfolio, ranked #23.

Systelligence LLC first reported a position in IVLU in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Systelligence LLC held 237,766 shares of iShares MSCI Intl Value Factor ETF worth $9.94M as of Q2 2026.
  • Systelligence LLC bought 3,800 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $159K.
  • iShares MSCI Intl Value Factor ETF made up 1.66% of Systelligence LLC's portfolio in Q2 2026, its #23 holding.
  • Systelligence LLC first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.