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

Brown Miller 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	$853K	Buy	4,271 +280	+7%	+$50.2K	0.21%	82
2026 Q1	$567K	Buy	+3,991	New	+$585K	0.16%	108
2021 Q3	–	Sell	-4,235	Closed	-$444K	–	128
2021 Q2	$444K	Buy	+4,235	New	+$447K	0.28%	74

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Brown Miller Wealth Management's VLUE Position: Q2 2026 in Review

Brown Miller Wealth Management increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 7% in Q2 2026, buying an estimated $50.2K and bringing the position to 4,271 shares worth $853K. The position accounts for 0.21% of the portfolio, ranked #82.

Brown Miller Wealth Management first reported a position in VLUE in Q2 2021 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Brown Miller Wealth Management held 4,271 shares of iShares MSCI USA Value Factor ETF worth $853K as of Q2 2026.
Brown Miller Wealth Management bought 280 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $50.2K.
iShares MSCI USA Value Factor ETF made up 0.21% of Brown Miller Wealth Management's portfolio in Q2 2026, its #82 holding.
Brown Miller Wealth Management first reported a position in iShares MSCI USA Value Factor ETF in Q2 2021 and has held it in 3 quarters since.
207 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.