FFA
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Farther Finance Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Farther Finance Advisors’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 		$3.05M Buy
15,400
+1,330
+9% +$263K 0.02% 597
2026
Q2 		$2.81M Sell
14,070
-318
-2% -$57K 0.02% 599
2026
Q1 		$2.08M Buy
14,388
+744
+5% +$109K 0.02% 633
2025
Q4 		$1.87M Buy
13,644
+5,356
+65% +$703K 0.02% 612
2025
Q3 		$1.04M Buy
8,288
+696
+9% +$81.9K 0.02% 706
2025
Q2 		$859K Sell
7,592
-3,587
-32% -$378K 0.02% 661
2025
Q1 		$1.19M Buy
11,179
+3,927
+54% +$428K 0.03% 443
2024
Q4 		$766K Sell
7,252
-908
-11% -$99.9K 0.03% 453
2024
Q3 		$890K Sell
8,160
-1,799
-18% -$190K 0.03% 385
2024
Q2 		$1.03M Sell
9,959
-385
-4% -$39.7K 0.05% 299
2024
Q1 		$1.12M Sell
10,344
-523
-5% -$53.5K 0.07% 231
2023
Q4 		$1.1M Sell
10,867
-2,504
-19% -$233K 0.08% 220
2023
Q3 		$1.21M Sell
13,371
-459
-3% -$43.3K 0.19% 99
2023
Q2 		$1.3M Sell
13,830
-1,425
-9% -$130K 0.28% 71
2023
Q1 		$1.41M Sell
15,255
-3,731
-20% -$351K 0.41% 45
2022
Q4 		$1.73M Buy
+18,986
New +$1.74M 0.67% 25

Other funds holding VLUE

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
LIA
LS Investment Advisors Bloomfield Hills, Michigan $746M AUM 22.67% 1-Year Est. Return
O3W
Omni 360 Wealth Plainsboro, New Jersey $221M AUM 11.86% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Farther Finance Advisors's VLUE Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 9.5% in Q3 2026, buying an estimated $263K and bringing the position to 15,400 shares worth $3.05M. The position accounts for 0.02% of the portfolio, ranked #597.

Farther Finance Advisors first reported a position in VLUE in Q4 2022 and has held it in 16 quarters since. 34 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • Farther Finance Advisors held 15,400 shares of iShares MSCI USA Value Factor ETF worth $3.05M as of Q3 2026.
  • Farther Finance Advisors bought 1,330 iShares MSCI USA Value Factor ETF shares in Q3 2026, an estimated $263K.
  • iShares MSCI USA Value Factor ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #597 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q4 2022 and has held it in 16 quarters since.
  • 34 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.