Wealthcare Advisory Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Wealthcare Advisory Partners’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 Q1	–	Sell	-5,358	Closed	-$204K	–	1111
2025 Q4	$204K	Buy	+5,358	New	+$196K	﹤0.01%	1013
2022 Q4	–	Sell	-17,399	Closed	-$344K	–	697
2022 Q3	$344K	Buy	+17,399	New	+$380K	0.02%	453

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wealthcare Advisory Partners's IVLU Position: Q1 2026 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Intl Value Factor ETF (IVLU) in Q1 2026, closing a stake of 5,358 shares — an estimated $204K sold.

Wealthcare Advisory Partners first reported a position in IVLU in Q3 2022 and held it in 2 quarters. The position peaked at $344K in Q3 2022. 375 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Wealthcare Advisory Partners reported no remaining iShares MSCI Intl Value Factor ETF position as of Q1 2026 after selling out during the quarter.
Wealthcare Advisory Partners sold 5,358 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $204K.
Wealthcare Advisory Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2022 and held it in 2 quarters.
Wealthcare Advisory Partners's iShares MSCI Intl Value Factor ETF position peaked at $344K in Q3 2022.
375 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2026, filed 14 Apr 2026.