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Archvest Wealth Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Archvest Wealth Advisors’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
Q1 		$541K Sell
3,806
-586
-13% -$85.9K 0.35% 33
2025
Q4 		$600K Buy
4,392
+19
+0.4% +$2.49K 0.38% 32
2025
Q3 		$547K Buy
4,373
+16
+0.4% +$1.88K 0.48% 35
2025
Q2 		$493K Buy
4,357
+20
+0.5% +$2.11K 0.43% 40
2025
Q1 		$463K Buy
4,337
+19
+0.4% +$2.07K 0.38% 44
2024
Q4 		$456K Buy
4,318
+11
+0.3% +$1.21K 0.33% 43
2024
Q3 		$470K Buy
4,307
+23
+0.5% +$2.43K 0.3% 43
2024
Q2 		$442K Sell
4,284
-284
-6% -$29.3K 0.29% 42
2024
Q1 		$493K Buy
4,568
+19
+0.4% +$1.94K 0.35% 41
2023
Q4 		$460K Buy
4,549
+41
+0.9% +$3.81K 0.35% 37
2023
Q3 		$409K Hold
4,508
– – 0.33% 33
2023
Q2 		$423K Buy
4,508
+17
+0.4% +$1.55K 0.35% 32
2023
Q1 		$416K Buy
+4,491
New +$423K 0.37% 30
2022
Q4 		– Sell
-3,113
Closed -$255K – 44
2022
Q3 		$255K Hold
3,113
– – 0.26% 35
2022
Q2 		$282K Sell
3,113
-44
-1% -$4.35K 0.28% 30
2022
Q1 		$330K Sell
3,157
-68
-2% -$7.27K 0.3% 32
2021
Q4 		$353K Buy
+3,225
New +$339K 0.31% 33

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 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 $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Archvest Wealth Advisors's VLUE Position: Q1 2026 in Review

Archvest Wealth Advisors reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 13% in Q1 2026, selling an estimated $85.9K and leaving 3,806 shares worth $541K. The position accounts for 0.35% of the portfolio, ranked #33.

Archvest Wealth Advisors first reported a position in VLUE in Q4 2021 and has held it in 17 quarters since. The position peaked at $600K in Q4 2025. 550 funds tracked by Wall St. Rank hold VLUE as of Q1 2026.

  • Archvest Wealth Advisors held 3,806 shares of iShares MSCI USA Value Factor ETF worth $541K as of Q1 2026.
  • Archvest Wealth Advisors sold 586 iShares MSCI USA Value Factor ETF shares in Q1 2026, an estimated $85.9K.
  • iShares MSCI USA Value Factor ETF made up 0.35% of Archvest Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • Archvest Wealth Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q4 2021 and has held it in 17 quarters since.
  • Archvest Wealth Advisors's iShares MSCI USA Value Factor ETF position peaked at $600K in Q4 2025.
  • 550 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on Archvest Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.