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

Vance Wealth’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 		$3.31M Sell
79,232
-2,232
-3% -$93.6K 0.75% 32
2026
Q1 		$3.23M Sell
81,464
-3,876
-5% -$156K 0.93% 28
2025
Q4 		$3.25M Sell
85,340
-3,065
-3% -$112K 0.96% 27
2025
Q3 		$3.14M Sell
88,405
-277
-0.3% -$9.51K 0.96% 24
2025
Q2 		$2.92M Buy
88,682
+7,425
+9% +$234K 0.98% 24
2025
Q1 		$2.46M Sell
81,257
-1,644
-2% -$47.9K 0.93% 25
2024
Q4 		$2.25M Sell
82,901
-3,190
-4% -$89.8K 0.87% 28
2024
Q3 		$2.54M Sell
86,091
-1,450
-2% -$41.2K 0.96% 28
2024
Q2 		$2.4M Sell
87,541
-1,672
-2% -$47.1K 0.99% 28
2024
Q1 		$2.52M Sell
89,213
-101
-0.1% -$2.71K 1% 27
2023
Q4 		$2.37M Sell
89,314
-17,880
-17% -$455K 1.03% 25
2023
Q3 		$2.72M Buy
107,194
+591
+0.6% +$15.2K 1.27% 23
2023
Q2 		$2.71M Sell
106,603
-1,844
-2% -$46.6K 1.24% 25
2023
Q1 		$2.69M Sell
108,447
-3,655
-3% -$89.8K 1.44% 20
2022
Q4 		$2.6M Buy
112,102
+47,119
+73% +$1.04M 1.62% 16
2022
Q3 		$1.28M Buy
64,983
+13,134
+25% +$287K 0.99% 21
2022
Q2 		$1.15M Buy
+51,849
New +$1.25M 0.89% 21

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

Vance Wealth's IVLU Position: Q2 2026 in Review

Vance Wealth reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 2.7% in Q2 2026, selling an estimated $93.6K and leaving 79,232 shares worth $3.31M. The position accounts for 0.75% of the portfolio, ranked #32.

Vance Wealth first reported a position in IVLU in Q2 2022 and has held it in 17 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Vance Wealth held 79,232 shares of iShares MSCI Intl Value Factor ETF worth $3.31M as of Q2 2026.
  • Vance Wealth sold 2,232 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $93.6K.
  • iShares MSCI Intl Value Factor ETF made up 0.75% of Vance Wealth's portfolio in Q2 2026, its #32 holding.
  • Vance Wealth first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.