Truist Financial
IVLU icon

Truist Financial’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Truist Financial’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 		$4.13M Buy
98,857
+1,410
+1% +$59.1K ﹤0.01% 1013
2026
Q1 		$3.87M Sell
97,447
-4,187
-4% -$169K 0.01% 969
2025
Q4 		$3.87M Sell
101,634
-645
-0.6% -$23.6K 0.01% 960
2025
Q3 		$3.63M Buy
102,279
+2,167
+2% +$74.4K ﹤0.01% 1043
2025
Q2 		$3.29M Sell
100,112
-1,108
-1% -$34.9K ﹤0.01% 1051
2025
Q1 		$3.07M Sell
101,220
-2,490
-2% -$72.6K ﹤0.01% 1028
2024
Q4 		$2.81M Sell
103,710
-676
-0.6% -$19K ﹤0.01% 1078
2024
Q3 		$3.08M Buy
104,386
+3,651
+4% +$104K ﹤0.01% 1043
2024
Q2 		$2.76M Buy
100,735
+2,196
+2% +$61.9K ﹤0.01% 1121
2024
Q1 		$2.78M Sell
98,539
-1,250
-1% -$33.6K ﹤0.01% 1129
2023
Q4 		$2.65M Buy
99,789
+3,290
+3% +$83.7K ﹤0.01% 1122
2023
Q3 		$2.45M Buy
96,499
+417
+0.4% +$10.7K ﹤0.01% 1138
2023
Q2 		$2.45M Buy
+96,082
New +$2.43M ﹤0.01% 1159

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

Truist Financial's IVLU Position: Q2 2026 in Review

Truist Financial increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.4% in Q2 2026, buying an estimated $59.1K and bringing the position to 98,857 shares worth $4.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Truist Financial first reported a position in IVLU in Q2 2023 and has held it in 13 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Truist Financial held 98,857 shares of iShares MSCI Intl Value Factor ETF worth $4.13M as of Q2 2026.
  • Truist Financial bought 1,410 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $59.1K.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1013 holding.
  • Truist Financial first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.