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

Clearview 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 Q3	$218K	Buy	+1,108	New	+$219K	0.16%	56

Other funds holding VLUE

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Clearview Wealth Management's VLUE Position: Q3 2026 in Review

Clearview Wealth Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q3 2026: 1,108 shares worth $218K. The stake represents 0.16% of the portfolio and ranks #56 among its holdings.

140 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

Clearview Wealth Management held 1,108 shares of iShares MSCI USA Value Factor ETF worth $218K as of Q3 2026.
iShares MSCI USA Value Factor ETF was a new Clearview Wealth Management position in Q3 2026.
iShares MSCI USA Value Factor ETF made up 0.16% of Clearview Wealth Management's portfolio in Q3 2026, its #56 holding.
140 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Clearview Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.