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Trust Company of Toledo’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Trust Company of Toledo’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 		– Sell
-851
Closed -$33.8K – 895
2026
Q1 		$33.8K Buy
851
+628
+282% +$25.4K ﹤0.01% 497
2025
Q4 		$8.48K Hold
223
– – ﹤0.01% 630
2025
Q3 		$7.91K Hold
223
– – ﹤0.01% 636
2025
Q2 		$7.33K Buy
+223
New +$7.02K ﹤0.01% 634

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

Trust Company of Toledo's IVLU Position: Q2 2026 in Review

Trust Company of Toledo sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026, closing a stake of 851 shares — an estimated $33.8K sold.

Trust Company of Toledo first reported a position in IVLU in Q2 2025 and held it in 4 quarters. The position peaked at $33.8K in Q1 2026. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Trust Company of Toledo reported no remaining iShares MSCI Intl Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Trust Company of Toledo sold 851 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $33.8K.
  • Trust Company of Toledo first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and held it in 4 quarters.
  • Trust Company of Toledo's iShares MSCI Intl Value Factor ETF position peaked at $33.8K in Q1 2026.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.