VWA
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Valued Wealth Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Valued 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 		$2.85M Sell
68,115
-199
-0.3% -$8.35K 1.04% 14
2026
Q1 		$2.71M Sell
68,314
-223
-0.3% -$9K 1.1% 14
2025
Q4 		$2.61M Buy
68,537
+389
+0.6% +$14.3K 1.15% 14
2025
Q3 		$2.42M Sell
68,148
-1,034
-1% -$35.5K 1.12% 14
2025
Q2 		$2.28M Buy
69,182
+10,121
+17% +$318K 1.19% 14
2025
Q1 		$1.79M Buy
59,061
+7,636
+15% +$223K 1.07% 13
2024
Q4 		$1.39M Buy
51,425
+18,189
+55% +$512K 0.87% 16
2024
Q3 		$981K Buy
33,236
+1,435
+5% +$40.8K 0.64% 17
2024
Q2 		$873K Buy
31,801
+2,949
+10% +$83.1K 0.6% 17
2024
Q1 		$814K Sell
28,852
-497
-2% -$13.3K 0.58% 18
2023
Q4 		$744K Buy
+29,349
New +$746K 0.69% 16

Other funds holding IVLU

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWAU
Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Valued Wealth Advisors's IVLU Position: Q2 2026 in Review

Valued Wealth Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.29% in Q2 2026, selling an estimated $8.35K and leaving 68,115 shares worth $2.85M. The position accounts for 1.04% of the portfolio, ranked #14.

Valued Wealth Advisors first reported a position in IVLU in Q4 2023 and has held it in 11 quarters since. 125 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Valued Wealth Advisors held 68,115 shares of iShares MSCI Intl Value Factor ETF worth $2.85M as of Q2 2026.
  • Valued Wealth Advisors sold 199 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $8.35K.
  • iShares MSCI Intl Value Factor ETF made up 1.04% of Valued Wealth Advisors's portfolio in Q2 2026, its #14 holding.
  • Valued Wealth Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 125 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.