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Atticus Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Atticus Wealth 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 		$227K Buy
+1,137
New +$204K 0.05% 171
2025
Q3 		– Sell
-1,115
Closed -$126K – 626
2025
Q2 		$126K Buy
+1,115
New +$118K 0.03% 221

Other funds holding VLUE

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Atticus Wealth Management's VLUE Position: Q2 2026 in Review

Atticus Wealth Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 1,137 shares worth $227K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings. This is a return to the name: Atticus Wealth Management previously reported a position in VLUE as recently as Q2 2025.

Atticus Wealth Management first reported a position in VLUE in Q2 2025 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Atticus Wealth Management held 1,137 shares of iShares MSCI USA Value Factor ETF worth $227K as of Q2 2026.
  • iShares MSCI USA Value Factor ETF was a new Atticus Wealth Management position in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up 0.05% of Atticus Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Atticus Wealth Management first reported a position in iShares MSCI USA Value Factor ETF in Q2 2025 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

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