Coastwise Capital Group
VLUE icon

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
Q3 		$243K Buy
1,226
+5
+0.4% +$990 0.14% 129
2026
Q2 		$244K Buy
+1,221
New +$219K 0.14% 121

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Coastwise Capital Group's VLUE Position: Q3 2026 in Review

Coastwise Capital Group increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 0.41% in Q3 2026, buying an estimated $990 and bringing the position to 1,226 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #129.

Coastwise Capital Group first reported a position in VLUE in Q2 2026 and has held it in 2 quarters since. The position peaked at $244K in Q2 2026. 472 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • Coastwise Capital Group held 1,226 shares of iShares MSCI USA Value Factor ETF worth $243K as of Q3 2026.
  • Coastwise Capital Group bought 5 iShares MSCI USA Value Factor ETF shares in Q3 2026, an estimated $990.
  • iShares MSCI USA Value Factor ETF made up 0.14% of Coastwise Capital Group's portfolio in Q3 2026, its #129 holding.
  • Coastwise Capital Group first reported a position in iShares MSCI USA Value Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Coastwise Capital Group's iShares MSCI USA Value Factor ETF position peaked at $244K in Q2 2026.
  • 472 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Coastwise Capital Group's 13F filing for Q3 2026, filed 12 Nov 2026.