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Fulcrum Equity Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Fulcrum Equity Management’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 		$342K Buy
+1,713
New +$307K 0.25% 92
2026
Q1 		– Sell
-1,857
Closed -$254K – 151
2025
Q4 		$254K Buy
+1,857
New +$244K 0.24% 99

Other funds holding VLUE

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fulcrum Equity Management's VLUE Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 1,713 shares worth $342K. The stake represents 0.25% of the portfolio and ranks #92 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in VLUE as recently as Q4 2025.

Fulcrum Equity Management first reported a position in VLUE in Q4 2025 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Fulcrum Equity Management held 1,713 shares of iShares MSCI USA Value Factor ETF worth $342K as of Q2 2026.
  • iShares MSCI USA Value Factor ETF was a new Fulcrum Equity Management position in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up 0.25% of Fulcrum Equity Management's portfolio in Q2 2026, its #92 holding.
  • Fulcrum Equity Management first reported a position in iShares MSCI USA Value Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.