WA
IVLU icon

Walsh & Associates’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Walsh & Associates’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 		$27.2K Hold
650
– – 0.02% 150
2026
Q1 		$25.8K Hold
650
– – 0.03% 145
2025
Q4 		$24.7K Buy
+650
New +$23.8K 0.02% 149

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

Walsh & Associates's IVLU Position: Q2 2026 in Review

Walsh & Associates held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 650 shares worth $27.2K. The position accounts for 0.02% of the portfolio, ranked #150.

Walsh & Associates first reported a position in IVLU in Q4 2025 and has held it in 3 quarters since. 376 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Walsh & Associates held 650 shares of iShares MSCI Intl Value Factor ETF worth $27.2K as of Q2 2026.
  • Walsh & Associates left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.02% of Walsh & Associates's portfolio in Q2 2026, its #150 holding.
  • Walsh & Associates first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 376 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.