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Whelan Financial’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Whelan Financial’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 		$1.24M Buy
29,604
+23,171
+360% +$972K 0.34% 36
2026
Q1 		$255K Buy
+6,433
New +$260K 0.08% 78

Other funds holding IVLU

HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
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
IWP
Invenio Wealth Partners Coral Gables, Florida $279M AUM 21.02% 1-Year Est. Return
VFG
Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Whelan Financial's IVLU Position: Q2 2026 in Review

Whelan Financial increased its iShares MSCI Intl Value Factor ETF (IVLU) stake by 360% in Q2 2026, buying an estimated $972K and bringing the position to 29,604 shares worth $1.24M. The position accounts for 0.34% of the portfolio, ranked #36.

Whelan Financial first reported a position in IVLU in Q1 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

  • Whelan Financial held 29,604 shares of iShares MSCI Intl Value Factor ETF worth $1.24M as of Q2 2026.
  • Whelan Financial bought 23,171 iShares MSCI Intl Value Factor ETF shares in Q2 2026, an estimated $972K.
  • iShares MSCI Intl Value Factor ETF made up 0.34% of Whelan Financial's portfolio in Q2 2026, its #36 holding.
  • Whelan Financial first reported a position in iShares MSCI Intl Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.