SUCCESSION FINANCIAL, INC.’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

SUCCESSION FINANCIAL, INC.’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	$208K	Buy	+1,041	New	+$186K	0.2%	48

Other funds holding VLUE

MMI

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s VLUE Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 1,041 shares worth $208K. The stake represents 0.2% of the portfolio and ranks #48 among its holdings.

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

SUCCESSION FINANCIAL, INC. held 1,041 shares of iShares MSCI USA Value Factor ETF worth $208K as of Q2 2026.
iShares MSCI USA Value Factor ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
iShares MSCI USA Value Factor ETF made up 0.2% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #48 holding.
394 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.