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 Q2	$389K	Buy	9,312 +47	+0.5%	+$1.97K	0.01%	750
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 $187B AUM 21.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SAI

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Western Wealth Management's IVLU Position: Q2 2026 in Review

Western Wealth Management increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 0.51% in Q2 2026, buying an estimated $1.97K and bringing the position to 9,312 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #750.

Western Wealth Management first reported a position in IVLU in Q3 2025 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Western Wealth Management held 9,312 shares of iShares MSCI Intl Value Factor ETF worth $389K as of Q2 2026.
Western Wealth Management bought 47 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $1.97K.
iShares MSCI Intl Value Factor ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #750 holding.
Western Wealth Management first reported a position in iShares MSCI Intl Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
378 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.