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Wedmont Private Capital’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Wedmont Private Capital’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
Q3 		$245K Hold
5,802
– – 0.01% 873
2026
Q2 		$247K Sell
5,802
-5,319
-48% -$223K 0.01% 834
2026
Q1 		$464K Buy
11,121
+85
+0.8% +$3.43K 0.02% 520
2025
Q4 		$426K Buy
11,036
+5,247
+91% +$192K 0.01% 527
2025
Q3 		$207K Buy
+5,789
New +$199K 0.01% 751

Other funds holding IVLU

TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wedmont Private Capital's IVLU Position: Q3 2026 in Review

Wedmont Private Capital held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q3 2026 at 5,802 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #873.

Wedmont Private Capital first reported a position in IVLU in Q3 2025 and has held it in 5 quarters since. The position peaked at $464K in Q1 2026. 18 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Wedmont Private Capital held 5,802 shares of iShares MSCI Intl Value Factor ETF worth $245K as of Q3 2026.
  • Wedmont Private Capital left its iShares MSCI Intl Value Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #873 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 5 quarters since.
  • Wedmont Private Capital's iShares MSCI Intl Value Factor ETF position peaked at $464K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.