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RAFFA WEALTH MANAGEMENT, LLC’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$29.2K Buy
699
+12
+2% +$503 ﹤0.01% 234
2026
Q1 		$27.3K Hold
687
– – ﹤0.01% 225
2025
Q4 		$26.2K Buy
687
+12
+2% +$440 ﹤0.01% 231
2025
Q3 		$23.9K Buy
+675
New +$23.2K ﹤0.01% 238

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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IVLU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 1.7% in Q2 2026, buying an estimated $503 and bringing the position to 699 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IVLU in Q3 2025 and has held it in 4 quarters since. 149 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 699 shares of iShares MSCI Intl Value Factor ETF worth $29.2K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 12 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $503.
  • iShares MSCI Intl Value Factor ETF made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #234 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 149 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.