Bell Investment Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $346K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $259K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $216K | Hold |
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|
2022
Q2 | $239K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | $262K | Buy |
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