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Caliber Wealth Management (Kansas)’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Caliber Wealth Management (Kansas)’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 		$3.01M Buy
15,078
+1
+0% +$179 0.29% 69
2026
Q1 		$2.14M Sell
15,077
-97
-0.6% -$14.2K 0.23% 81
2025
Q4 		$2.07M Sell
15,174
-96
-0.6% -$12.6K 0.22% 91
2025
Q3 		$1.91M Sell
15,270
-134
-0.9% -$15.8K 0.21% 92
2025
Q2 		$1.74M Sell
15,404
-44
-0.3% -$4.64K 0.19% 107
2025
Q1 		$1.65M Buy
+15,448
New +$1.68M 0.22% 106

Other funds holding VLUE

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return
S
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s VLUE Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 0.01% in Q2 2026, buying an estimated $179 and bringing the position to 15,078 shares worth $3.01M. The position accounts for 0.29% of the portfolio, ranked #69.

Caliber Wealth Management (Kansas) first reported a position in VLUE in Q1 2025 and has held it in 6 quarters since. 250 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 15,078 shares of iShares MSCI USA Value Factor ETF worth $3.01M as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 1 iShares MSCI USA Value Factor ETF share in Q2 2026, an estimated $179.
  • iShares MSCI USA Value Factor ETF made up 0.29% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #69 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares MSCI USA Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 250 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.