WealthGarden F.S.’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

WealthGarden F.S.’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	$908K	Hold	21,718	–	–	0.52%	58
2026 Q1	$862K	Sell	21,718 -9	-0%	-$363	0.59%	59
2025 Q4	$871K	Hold	21,727	–	–	0.57%	57
2025 Q3	$778K	Sell	21,727 -103	-0.5%	-$3.54K	0.55%	57
2025 Q2	$719K	Sell	21,830 -76	-0.3%	-$2.39K	0.6%	55
2025 Q1	$664K	Sell	21,906 -5,662	-21%	-$165K	0.64%	58
2024 Q4	$747K	Buy	27,568 +347	+1%	+$9.77K	0.7%	48
2024 Q3	$804K	Buy	27,221 +240	+0.9%	+$6.82K	0.78%	39
2024 Q2	$740K	Buy	+26,981	New	+$761K	0.78%	41

Other funds holding IVLU

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

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

IWP

Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

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

WealthGarden F.S.'s IVLU Position: Q2 2026 in Review

WealthGarden F.S. held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q2 2026 at 21,718 shares worth $908K. The position accounts for 0.52% of the portfolio, ranked #58.

WealthGarden F.S. first reported a position in IVLU in Q2 2024 and has held it in 9 quarters since. 179 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

WealthGarden F.S. held 21,718 shares of iShares MSCI Intl Value Factor ETF worth $908K as of Q2 2026.
WealthGarden F.S. left its iShares MSCI Intl Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.52% of WealthGarden F.S.'s portfolio in Q2 2026, its #58 holding.
WealthGarden F.S. first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2024 and has held it in 9 quarters since.
179 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.