Western Wealth Management’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Western Wealth 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 Q1	$368K	Buy	9,265 +195	+2%	+$7.87K	0.01%	726
2025 Q4	$345K	Buy	9,070 +810	+10%	+$29.7K	0.02%	619
2025 Q3	$293K	Buy	+8,260	New	+$284K	0.02%	602

Other funds holding IVLU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $3.75B AUM 21.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Western Wealth Management's IVLU Position: Q1 2026 in Review

Western Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 2.1% in Q1 2026, buying an estimated $7.87K and bringing the position to 9,265 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #726.

Western Wealth Management first reported a position in IVLU in Q3 2025 and has held it in 3 quarters since. 372 funds tracked by Wall St. Rank hold IVLU as of Q1 2026.

Western Wealth Management held 9,265 shares of iShares MSCI Intl Value Factor ETF worth $368K as of Q1 2026.
Western Wealth Management bought 195 iShares MSCI Intl Value Factor ETF shares in Q1 2026, an estimated $7.87K.
iShares MSCI Intl Value Factor ETF made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #726 holding.
Western Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 3 quarters since.
372 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.