Planning Strategies Inc.’s iShares MSCI Intl Value Factor ETF IVLU Stock Holding History

Planning Strategies Inc.’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	$134K	Buy	+3,207	New	+$134K	0.08%	90

Other funds holding IVLU

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Alliance Wealth Advisors (Utah) Centerville, Utah $530M AUM 17.32% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Planning Strategies Inc.'s IVLU Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI Intl Value Factor ETF (IVLU) in Q2 2026: 3,207 shares worth $134K. The stake represents 0.08% of the portfolio and ranks #90 among its holdings.

149 funds tracked by Wall St. Rank hold IVLU as of Q2 2026.

Planning Strategies Inc. held 3,207 shares of iShares MSCI Intl Value Factor ETF worth $134K as of Q2 2026.
iShares MSCI Intl Value Factor ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI Intl Value Factor ETF made up 0.08% of Planning Strategies Inc.'s portfolio in Q2 2026, its #90 holding.
149 funds tracked by Wall St. Rank held iShares MSCI Intl Value Factor ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.