AIM
VLUE icon

Acropolis Investment Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Acropolis Investment 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
Q3 		$621K Hold
3,135
– – 0.03% 168
2026
Q2 		$626K Hold
3,135
– – 0.02% 171
2026
Q1 		$446K Buy
3,135
+200
+7% +$29.3K 0.02% 191
2025
Q4 		$401K Hold
2,935
– – 0.02% 199
2025
Q3 		$332K Hold
2,935
– – 0.02% 213
2025
Q2 		$332K Buy
+2,935
New +$310K 0.02% 186

Other funds holding VLUE

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Acropolis Investment Management's VLUE Position: Q3 2026 in Review

Acropolis Investment Management held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q3 2026 at 3,135 shares worth $621K. The position accounts for 0.03% of the portfolio, ranked #168.

Acropolis Investment Management first reported a position in VLUE in Q2 2025 and has held it in 6 quarters since. The position peaked at $626K in Q2 2026. 55 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • Acropolis Investment Management held 3,135 shares of iShares MSCI USA Value Factor ETF worth $621K as of Q3 2026.
  • Acropolis Investment Management left its iShares MSCI USA Value Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Value Factor ETF made up 0.03% of Acropolis Investment Management's portfolio in Q3 2026, its #168 holding.
  • Acropolis Investment Management first reported a position in iShares MSCI USA Value Factor ETF in Q2 2025 and has held it in 6 quarters since.
  • Acropolis Investment Management's iShares MSCI USA Value Factor ETF position peaked at $626K in Q2 2026.
  • 55 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Acropolis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.