TC
IVLU icon

Towle & Co’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Towle & Co’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 		$2.67M Buy
63,849
+23,188
+57% +$972K 0.9% 46
2026
Q1 		$1.61M Buy
+40,661
New +$1.64M 0.63% 44

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Towle & Co's IVLU Position: Q2 2026 in Review

Towle & Co increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 57% in Q2 2026, buying an estimated $972K and bringing the position to 63,849 shares worth $2.67M. The position accounts for 0.9% of the portfolio, ranked #46.

Towle & Co first reported a position in IVLU in Q1 2026 and has held it in 2 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Towle & Co held 63,849 shares of iShares MSCI Intl Value Factor ETF worth $2.67M as of Q2 2026.
  • Towle & Co bought 23,188 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $972K.
  • iShares MSCI Intl Value Factor ETF made up 0.9% of Towle & Co's portfolio in Q2 2026, its #46 holding.
  • Towle & Co first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Towle & Co's 13F filing for Q2 2026, filed 11 Aug 2026.