CWS
VLUE icon

Cypress Wealth Services’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-60,445
Closed -$4.46M – 506
2020
Q3 		$4.46M Buy
+60,445
New +$4.49M 1.14% 24

Other funds holding VLUE

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cypress Wealth Services's VLUE Position: Q2 2026 in Review

Cypress Wealth Services reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 1.3% in Q2 2026, selling an estimated $11.5K and leaving 5,056 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #130.

Cypress Wealth Services first reported a position in VLUE in Q2 2020 and has held it in 24 quarters since. The position peaked at $7.55M in Q1 2021. 155 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Cypress Wealth Services held 5,056 shares of iShares MSCI USA Value Factor ETF worth $1.01M as of Q2 2026.
  • Cypress Wealth Services sold 64 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $11.5K.
  • iShares MSCI USA Value Factor ETF made up 0.12% of Cypress Wealth Services's portfolio in Q2 2026, its #130 holding.
  • Cypress Wealth Services first reported a position in iShares MSCI USA Value Factor ETF in Q2 2020 and has held it in 24 quarters since.
  • Cypress Wealth Services's iShares MSCI USA Value Factor ETF position peaked at $7.55M in Q1 2021.
  • 155 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.