IVLU β€” IShares Edge MSCI Intl Value

Ownership history in CoreFirst Bank & Trust  Β·  13 quarters on record

AI Ownership Summary

CoreFirst Bank & Trust reported IShares Edge MSCI Intl Value (IVLU) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.64% in 2025 Q4. The latest visible filing shows IVLU at 3.64% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IVLU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreFirst Bank & Trust's position in IShares Edge MSCI Intl Value, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IVLU was reported at 3.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.64% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CoreFirst Bank & Trust held IVLU β€” position size vs. price
% of Fund (quarterly)    IVLU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 176,676 -5,420 -3.0% 3.64% $6.7M 2026-02-14 (Est.) $42.44
2025 Q3 REDUCED 182,096 -2,339 -1.3% 3.49% $6.5M 2025-11-13 $36.35
2025 Q2 ADDED 184,435 +2,235 +1.2% 3.43% $6.1M 2025-08-14 $34.31
2025 Q1 REDUCED 182,200 -1,833 -1.0% 3.55% $5.5M 2025-04-29 $30.24
2024 Q4 ADDED 184,033 +16,220 +9.7% 2.97% $5.0M 2025-02-11 $27.73
2024 Q2 ADDED 167,813 +1,215 +0.7% 3.10% $4.6M 2024-08-14 $26.04
2024 Q1 ADDED 166,598 +9,758 +6.2% 2.94% $4.7M 2024-05-15 $26.91
2023 Q4 ADDED 156,840 +28,649 +22.3% 2.76% $4.2M 2024-03-18 $25.49
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CoreFirst Bank & Trust and IVLU

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreFirst Bank & Trust reported owning IVLU?

CoreFirst Bank & Trust reported IVLU across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IVLU position in CoreFirst Bank & Trust's portfolio?

The largest reported portfolio weight for IVLU was 3.64% in 2025 Q4.

What is the latest reported IVLU position on this page?

The most recent filing on this page is 2025 Q4, when CoreFirst Bank & Trust reported 176,676 shares, equal to 3.64% of portfolio, with an estimated market value of $6.7M.

What does the chart on this IVLU ownership page compare?

The chart compares CoreFirst Bank & Trust's quarterly IVLU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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