GFG
VLUE icon

Goldstone Financial Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Goldstone Financial Group’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 		$410K Buy
+2,050
New +$367K 0.04% 192
2026
Q1 		– Sell
-6,147
Closed -$841K – 237
2025
Q4 		$841K Buy
+6,147
New +$806K 0.09% 126

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

Goldstone Financial Group's VLUE Position: Q2 2026 in Review

Goldstone Financial Group opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 2,050 shares worth $410K. The stake represents 0.04% of the portfolio and ranks #192 among its holdings. This is a return to the name: Goldstone Financial Group previously reported a position in VLUE as recently as Q4 2025.

Goldstone Financial Group first reported a position in VLUE in Q4 2025 and has held it in 2 quarters since. The position peaked at $841K in Q4 2025. 626 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Goldstone Financial Group held 2,050 shares of iShares MSCI USA Value Factor ETF worth $410K as of Q2 2026.
  • iShares MSCI USA Value Factor ETF was a new Goldstone Financial Group position in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up 0.04% of Goldstone Financial Group's portfolio in Q2 2026, its #192 holding.
  • Goldstone Financial Group first reported a position in iShares MSCI USA Value Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Goldstone Financial Group's iShares MSCI USA Value Factor ETF position peaked at $841K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.