HFS
VLUE icon

Hantz Financial Services’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Hantz Financial Services’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 		$27K Buy
136
+16
+13% +$2.87K ﹤0.01% 1856
2026
Q1 		$17K Hold
120
– – ﹤0.01% 1926
2025
Q4 		$16K Hold
120
– – ﹤0.01% 1871
2025
Q3 		$15K Buy
120
+20
+20% +$2.35K ﹤0.01% 1691
2025
Q2 		$11K Buy
+100
New +$10.5K ﹤0.01% 1492

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

Hantz Financial Services's VLUE Position: Q2 2026 in Review

Hantz Financial Services increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 13% in Q2 2026, buying an estimated $2.87K and bringing the position to 136 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Hantz Financial Services first reported a position in VLUE in Q2 2025 and has held it in 5 quarters since. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Hantz Financial Services held 136 shares of iShares MSCI USA Value Factor ETF worth $27K as of Q2 2026.
  • Hantz Financial Services bought 16 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $2.87K.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1856 holding.
  • Hantz Financial Services first reported a position in iShares MSCI USA Value Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.