Wise Wealth Partners
IVLU icon

Wise Wealth Partners’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Wise Wealth Partners’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 		$1.34M Sell
31,195
-2,912
-9% -$127K 2.45% 14
2026
Q2 		$1.43M Buy
34,107
+13,150
+63% +$551K 2.42% 14
2026
Q1 		$832K Hold
20,957
– – 1.13% 17
2025
Q4 		$797K Buy
20,957
+89
+0.4% +$3.26K 1.14% 20
2025
Q3 		$740K Sell
20,868
-365
-2% -$12.5K 1.13% 23
2025
Q2 		$698K Buy
21,233
+9
+0% +$283 1.17% 24
2025
Q1 		$643K Sell
21,224
-123
-0.6% -$3.59K 1.54% 12
2024
Q4 		$579K Buy
+21,347
New +$601K 1.43% 13

Other funds holding IVLU

Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Titleist Asset Management
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Wise Wealth Partners's IVLU Position: Q3 2026 in Review

Wise Wealth Partners reduced its iShares MSCI Intl Value Factor ETF (IVLU) stake by 8.5% in Q3 2026, selling an estimated $127K and leaving 31,195 shares worth $1.34M. The position accounts for 2.45% of the portfolio, ranked #14.

Wise Wealth Partners first reported a position in IVLU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.43M in Q2 2026. 93 funds tracked by Wall St. Rank hold IVLU as of Q3 2026.

  • Wise Wealth Partners held 31,195 shares of iShares MSCI Intl Value Factor ETF worth $1.34M as of Q3 2026.
  • Wise Wealth Partners sold 2,912 iShares MSCI Intl Value Factor ETF shares in Q3 2026, an estimated $127K.
  • iShares MSCI Intl Value Factor ETF made up 2.45% of Wise Wealth Partners's portfolio in Q3 2026, its #14 holding.
  • Wise Wealth Partners first reported a position in iShares MSCI Intl Value Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • Wise Wealth Partners's iShares MSCI Intl Value Factor ETF position peaked at $1.43M in Q2 2026.
  • 93 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.