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GHP Investment Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

GHP Investment 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
Q2 		$33.2K Sell
166
-7
-4% -$1.25K ﹤0.01% 633
2026
Q1 		$24.6K Buy
+173
New +$25.4K ﹤0.01% 664
2022
Q3 		– Sell
-415
Closed -$38K – 978
2022
Q2 		$38K Buy
+415
New +$41K ﹤0.01% 511

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

GHP Investment Advisors's VLUE Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 4% in Q2 2026, selling an estimated $1.25K and leaving 166 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

GHP Investment Advisors first reported a position in VLUE in Q2 2022 and has held it in 3 quarters since. The position peaked at $38K in Q2 2022. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • GHP Investment Advisors held 166 shares of iShares MSCI USA Value Factor ETF worth $33.2K as of Q2 2026.
  • GHP Investment Advisors sold 7 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $1.25K.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #633 holding.
  • GHP Investment Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q2 2022 and has held it in 3 quarters since.
  • GHP Investment Advisors's iShares MSCI USA Value Factor ETF position peaked at $38K in Q2 2022.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.