4J Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

4J Wealth Management’s Portfolio VLUE Stock Details VLUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Hold	1,428	–	–	0.14%	85
2026 Q1	$203K	Buy	+1,428	New	+$209K	0.12%	101
2022 Q2	–	Sell	-13,913	Closed	-$1.46M	–	85
2022 Q1	$1.46M	Sell	13,913 -8,048	-37%	-$860K	1.27%	19
2021 Q4	$2.4M	Sell	21,961 -5,164	-19%	-$543K	2.02%	11
2021 Q3	$2.73M	Buy	27,125 +754	+3%	+$78.3K	2.37%	9
2021 Q2	$2.77M	Buy	26,371 +647	+3%	+$68.3K	2.42%	10
2021 Q1	$2.64M	Sell	25,724 -75	-0.3%	-$7.23K	2.45%	8
2020 Q4	$2.24M	Buy	+25,799	New	+$2.1M	2.16%	12

Other funds holding VLUE

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

4J Wealth Management's VLUE Position: Q2 2026 in Review

4J Wealth Management held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 1,428 shares worth $285K. The position accounts for 0.14% of the portfolio, ranked #85.

4J Wealth Management first reported a position in VLUE in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.77M in Q2 2021. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

4J Wealth Management held 1,428 shares of iShares MSCI USA Value Factor ETF worth $285K as of Q2 2026.
4J Wealth Management left its iShares MSCI USA Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Value Factor ETF made up 0.14% of 4J Wealth Management's portfolio in Q2 2026, its #85 holding.
4J Wealth Management first reported a position in iShares MSCI USA Value Factor ETF in Q4 2020 and has held it in 8 quarters since.
4J Wealth Management's iShares MSCI USA Value Factor ETF position peaked at $2.77M in Q2 2021.
624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.