VestGen Advisors’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

VestGen 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 Q3	$875K	Sell	20,399 -1,001	-5%	-$43.6K	0.03%	450
2026 Q2	$895K	Buy	21,400 +224	+1%	+$9.39K	0.03%	488
2026 Q1	$896K	Buy	21,176 +71	+0.3%	+$2.87K	0.02%	491
2025 Q4	$803K	Buy	21,105 +363	+2%	+$13.3K	0.03%	389
2025 Q3	$736K	Buy	20,742 +301	+1%	+$10.3K	0.02%	418
2025 Q2	$672K	Buy	20,441 +433	+2%	+$13.6K	0.03%	383
2025 Q1	$606K	Buy	+20,008	New	+$583K	0.03%	361

Other funds holding IVLU

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $548M AUM 12.24% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Pioneer Family Office North Miami Beach, Florida $198M AUM 23.66% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

VestGen Advisors's IVLU Position: Q3 2026 in Review

VestGen Advisors reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 4.7% in Q3 2026, selling an estimated $43.6K and leaving 20,399 shares worth $875K. The position accounts for 0.03% of the portfolio, ranked #450.

VestGen Advisors first reported a position in IVLU in Q1 2025 and has held it in 7 quarters since. The position peaked at $896K in Q1 2026. 179 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

VestGen Advisors held 20,399 shares of iShares MSCI Intl Value Factor ETF worth $875K as of Q3 2026.
VestGen Advisors sold 1,001 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $43.6K.
iShares MSCI Intl Value Factor ETF made up 0.03% of VestGen Advisors's portfolio in Q3 2026, its #450 holding.
VestGen Advisors first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's iShares MSCI Intl Value Factor ETF position peaked at $896K in Q1 2026.
179 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.