Coastwise Capital Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Coastwise Capital Group’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	$244K	Buy	+1,221	New	+$219K	0.14%	121

Other funds holding VLUE

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Coastwise Capital Group's VLUE Position: Q2 2026 in Review

Coastwise Capital Group opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 1,221 shares worth $244K. The stake represents 0.14% of the portfolio and ranks #121 among its holdings.

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

Coastwise Capital Group held 1,221 shares of iShares MSCI USA Value Factor ETF worth $244K as of Q2 2026.
iShares MSCI USA Value Factor ETF was a new Coastwise Capital Group position in Q2 2026.
iShares MSCI USA Value Factor ETF made up 0.14% of Coastwise Capital Group's portfolio in Q2 2026, its #121 holding.
129 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.