William John Sempolinski
IVLU icon

William John Sempolinski’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

William John Sempolinski’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 		$2.49M Hold
58,125
– – 0.96% 24
2026
Q2 		$2.43M Sell
58,125
-1,802
-3% -$75.6K 0.98% 24
2026
Q1 		$2.38M Buy
59,927
+31,625
+112% +$1.28M 1.19% 17
2025
Q4 		$1.08M Buy
+28,302
New +$1.04M 0.53% 38

Other funds holding IVLU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Savvy Advisors Inc
Savvy Advisors Inc New York $6.03B AUM 17.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

William John Sempolinski's IVLU Position: Q3 2026 in Review

William John Sempolinski held its iShares MSCI Intl Value Factor ETF (IVLU) position steady in Q3 2026 at 58,125 shares worth $2.49M. The position accounts for 0.96% of the portfolio, ranked #24.

William John Sempolinski first reported a position in IVLU in Q4 2025 and has held it in 4 quarters since. 353 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • William John Sempolinski held 58,125 shares of iShares MSCI Intl Value Factor ETF worth $2.49M as of Q3 2026.
  • William John Sempolinski left its iShares MSCI Intl Value Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI Intl Value Factor ETF made up 0.96% of William John Sempolinski's portfolio in Q3 2026, its #24 holding.
  • William John Sempolinski first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2025 and has held it in 4 quarters since.
  • 353 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on William John Sempolinski's 13F filing for Q3 2026, filed 20 Oct 2026.