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Atwood & Palmer’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Atwood & Palmer’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 		$5.54K Hold
28
– – ﹤0.01% 420
2026
Q2 		$5.59K Hold
28
– – ﹤0.01% 402
2026
Q1 		$3.98K Hold
28
– – ﹤0.01% 417
2025
Q4 		$3.83K Buy
+28
New +$3.67K ﹤0.01% 422
2024
Q1 		– Sell
-136
Closed -$13.8K – 430
2023
Q4 		$13.8K Buy
+136
New +$12.6K ﹤0.01% 299
2022
Q1 		– Sell
-201
Closed -$22K – 468
2021
Q4 		$22K Hold
201
– – ﹤0.01% 313
2021
Q3 		$20K Sell
201
-63
-24% -$6.54K ﹤0.01% 305
2021
Q2 		$28K Hold
264
– – ﹤0.01% 267
2021
Q1 		$27K Buy
264
+15
+6% +$1.45K ﹤0.01% 265
2020
Q4 		$22K Buy
+249
New +$20.3K ﹤0.01% 270

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

Atwood & Palmer's VLUE Position: Q3 2026 in Review

Atwood & Palmer held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q3 2026 at 28 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Atwood & Palmer first reported a position in VLUE in Q4 2020 and has held it in 10 quarters since. The position peaked at $28K in Q2 2021. 55 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • Atwood & Palmer held 28 shares of iShares MSCI USA Value Factor ETF worth $5.54K as of Q3 2026.
  • Atwood & Palmer left its iShares MSCI USA Value Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #420 holding.
  • Atwood & Palmer first reported a position in iShares MSCI USA Value Factor ETF in Q4 2020 and has held it in 10 quarters since.
  • Atwood & Palmer's iShares MSCI USA Value Factor ETF position peaked at $28K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.