Elk River Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $21.8M | Buy |
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|
2025
Q2 | $19.6M | Buy |
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|
2025
Q1 | $18.3M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $17.2M | Buy |
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|
2024
Q2 | $15.8M | Buy |
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|
2024
Q1 | $16M | Sell |
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|
2023
Q4 | $16.3M | Buy |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $14M | Buy |
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|
2023
Q1 | $13.3M | Buy |
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|
2022
Q4 | $10.7M | Sell |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $11.7M | Buy |
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