Adamsbrown Wealth Consultants’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Adamsbrown Wealth Consultants’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	$281K	Buy	+1,405	New	+$252K	0.05%	128

Other funds holding VLUE

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

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Adamsbrown Wealth Consultants's VLUE Position: Q2 2026 in Review

Adamsbrown Wealth Consultants opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 1,405 shares worth $281K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings.

103 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Adamsbrown Wealth Consultants held 1,405 shares of iShares MSCI USA Value Factor ETF worth $281K as of Q2 2026.
iShares MSCI USA Value Factor ETF was a new Adamsbrown Wealth Consultants position in Q2 2026.
iShares MSCI USA Value Factor ETF made up 0.05% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #128 holding.
103 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.