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Rothwell Investment Advisors, LLC’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Rothwell Investment Advisors, LLC’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
Q3 		$10.1K Buy
+51
New +$10.1K 0.01% 775

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Rothwell Investment Advisors, LLC's VLUE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q3 2026: 51 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #775 among its holdings.

344 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 51 shares of iShares MSCI USA Value Factor ETF worth $10.1K as of Q3 2026.
  • iShares MSCI USA Value Factor ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • iShares MSCI USA Value Factor ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #775 holding.
  • 344 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.