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

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MMI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atwood & Palmer's VLUE Position: Q2 2026 in Review

Atwood & Palmer held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 28 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Atwood & Palmer first reported a position in VLUE in Q4 2020 and has held it in 9 quarters since. The position peaked at $28K in Q2 2021. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Atwood & Palmer held 28 shares of iShares MSCI USA Value Factor ETF worth $5.59K as of Q2 2026.
Atwood & Palmer left its iShares MSCI USA Value Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Value Factor ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #402 holding.
Atwood & Palmer first reported a position in iShares MSCI USA Value Factor ETF in Q4 2020 and has held it in 9 quarters since.
Atwood & Palmer's iShares MSCI USA Value Factor ETF position peaked at $28K in Q2 2021.
624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.