WealthPlan Investment Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

WealthPlan Investment Management’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	$2.65M	Buy	63,280 +99	+0.2%	+$4.15K	0.13%	138
2026 Q1	$2.51M	Sell	63,181 -376	-0.6%	-$15.2K	0.14%	137
2025 Q4	$2.42M	Sell	63,557 -545	-0.9%	-$20K	0.15%	125
2025 Q3	$2.27M	Sell	64,102 -233	-0.4%	-$8K	0.15%	120
2025 Q2	$2.12M	Buy	+64,335	New	+$2.02M	0.15%	122

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 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

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

WealthPlan Investment Management's IVLU Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.16% in Q2 2026, buying an estimated $4.15K and bringing the position to 63,280 shares worth $2.65M. The position accounts for 0.13% of the portfolio, ranked #138.

WealthPlan Investment Management first reported a position in IVLU in Q2 2025 and has held it in 5 quarters since. 149 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

WealthPlan Investment Management held 63,280 shares of iShares MSCI Intl Value Factor ETF worth $2.65M as of Q2 2026.
WealthPlan Investment Management bought 99 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $4.15K.
iShares MSCI Intl Value Factor ETF made up 0.13% of WealthPlan Investment Management's portfolio in Q2 2026, its #138 holding.
WealthPlan Investment Management first reported a position in iShares MSCI Intl Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
149 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.