USAdvisors Wealth Management
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USAdvisors Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

USAdvisors Wealth Management’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
Q3 		$1.82M Buy
42,495
+3,705
+10% +$161K 0.52% 43
2026
Q2 		$1.62M Buy
38,790
+30,907
+392% +$1.3M 0.47% 51
2026
Q1 		$303K Buy
+7,883
New +$318K 0.1% 101

Other funds holding IVLU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Alliance Wealth Advisors (Utah)
Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Pioneer Family Office
Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return

USAdvisors Wealth Management's IVLU Position: Q3 2026 in Review

USAdvisors Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 9.6% in Q3 2026, buying an estimated $161K and bringing the position to 42,495 shares worth $1.82M. The position accounts for 0.52% of the portfolio, ranked #43.

USAdvisors Wealth Management first reported a position in IVLU in Q1 2026 and has held it in 3 quarters since. 212 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • USAdvisors Wealth Management held 42,495 shares of iShares MSCI Intl Value Factor ETF worth $1.82M as of Q3 2026.
  • USAdvisors Wealth Management bought 3,705 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $161K.
  • iShares MSCI Intl Value Factor ETF made up 0.52% of USAdvisors Wealth Management's portfolio in Q3 2026, its #43 holding.
  • USAdvisors Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2026 and has held it in 3 quarters since.
  • 212 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.