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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
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

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Acropolis Investment Management's VLUE Position: Q2 2026 in Review

Acropolis Investment Management held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 3,135 shares worth $626K. The position accounts for 0.02% of the portfolio, ranked #171.

Acropolis Investment Management first reported a position in VLUE in Q2 2025 and has held it in 5 quarters since. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Acropolis Investment Management held 3,135 shares of iShares MSCI USA Value Factor ETF worth $626K as of Q2 2026.
  • Acropolis Investment Management left its iShares MSCI USA Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up 0.02% of Acropolis Investment Management's portfolio in Q2 2026, its #171 holding.
  • Acropolis Investment Management first reported a position in iShares MSCI USA Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.