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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
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

ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
IWMWV
Ironwood Wealth Management (West Virginia) Hurricane, West Virginia $237M AUM 14.63% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Wedmont Private Capital's IVLU Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 48% in Q2 2026, selling an estimated $223K and leaving 5,802 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #834.

Wedmont Private Capital first reported a position in IVLU in Q3 2025 and has held it in 4 quarters since. The position peaked at $464K in Q1 2026. 69 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Wedmont Private Capital held 5,802 shares of iShares MSCI Intl Value Factor ETF worth $247K as of Q2 2026.
  • Wedmont Private Capital sold 5,319 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $223K.
  • iShares MSCI Intl Value Factor ETF made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #834 holding.
  • Wedmont Private Capital first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • Wedmont Private Capital's iShares MSCI Intl Value Factor ETF position peaked at $464K in Q1 2026.
  • 69 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.