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 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

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

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

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

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return