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

Capstone Wealth Management (Alabama)’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 		$240K Buy
+1,202
New +$215K 0.11% 153

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MW
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KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Capstone Wealth Management (Alabama)'s VLUE Position: Q2 2026 in Review

Capstone Wealth Management (Alabama) opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 1,202 shares worth $240K. The stake represents 0.11% of the portfolio and ranks #153 among its holdings.

296 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Capstone Wealth Management (Alabama) held 1,202 shares of iShares MSCI USA Value Factor ETF worth $240K as of Q2 2026.
  • iShares MSCI USA Value Factor ETF was a new Capstone Wealth Management (Alabama) position in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up 0.11% of Capstone Wealth Management (Alabama)'s portfolio in Q2 2026, its #153 holding.
  • 296 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q2 2026, filed 23 Jul 2026.