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 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 $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Twin Peaks Wealth Advisors's IVLU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026: 4,383 shares worth $174K. The stake represents 0.04% of the portfolio and ranks #206 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in IVLU as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in IVLU in Q2 2025 and has held it in 2 quarters since. 373 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Twin Peaks Wealth Advisors held 4,383 shares of iShares MSCI Intl Value Factor ETF worth $174K as of Q1 2026.
iShares MSCI Intl Value Factor ETF was a new Twin Peaks Wealth Advisors position in Q1 2026.
iShares MSCI Intl Value Factor ETF made up 0.04% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #206 holding.
Twin Peaks Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 2 quarters since.
373 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.