Certus Wealth Management’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
$505K Hold
2025
Q1
$482K Hold
2024
Q4
$490K Hold
2024
Q3
$486K Hold
2024
Q2
$461K Hold
2024
Q1
$452K Sell
2023
Q4
$613K Sell
2023
Q3
$613K Sell
2023
Q2
$1.2M Buy