Twin Peaks Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Twin Peaks Wealth Advisors’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	$234K	Buy	5,602 +1,219	+28%	+$51.1K	0.05%	194
2026 Q1	$174K	Buy	+4,383	New	+$177K	0.04%	206
2025 Q3	–	Sell	-2,461	Closed	-$85.5K	–	1150
2025 Q2	$85.5K	Buy	+2,461	New	+$77.4K	0.03%	254

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Twin Peaks Wealth Advisors's IVLU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 28% in Q2 2026, buying an estimated $51.1K and bringing the position to 5,602 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #194.

Twin Peaks Wealth Advisors first reported a position in IVLU in Q2 2025 and has held it in 3 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Twin Peaks Wealth Advisors held 5,602 shares of iShares MSCI Intl Value Factor ETF worth $234K as of Q2 2026.
Twin Peaks Wealth Advisors bought 1,219 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $51.1K.
iShares MSCI Intl Value Factor ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 3 quarters since.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.