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Thurston Springer Miller Herd & Titak’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$10.3K Hold
246
– – ﹤0.01% 836
2026
Q1 		$9.76K Hold
246
– – ﹤0.01% 913
2025
Q4 		$9.36K Hold
246
– – ﹤0.01% 978
2025
Q3 		$8.73K Buy
+246
New +$8.45K 0.02% 362

Other funds holding IVLU

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
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
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

Thurston Springer Miller Herd & Titak's IVLU Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 246 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Thurston Springer Miller Herd & Titak first reported a position in IVLU in Q3 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 246 shares of iShares MSCI Intl Value Factor ETF worth $10.3K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #836 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.