Harbor Asset Planning’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Harbor Asset Planning’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	$48.9K	Buy	+245	New	+$43.9K	0.04%	219

Other funds holding VLUE

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Harbor Asset Planning's VLUE Position: Q2 2026 in Review

Harbor Asset Planning opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 245 shares worth $48.9K. The stake represents 0.04% of the portfolio and ranks #219 among its holdings.

208 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Harbor Asset Planning held 245 shares of iShares MSCI USA Value Factor ETF worth $48.9K as of Q2 2026.
iShares MSCI USA Value Factor ETF was a new Harbor Asset Planning position in Q2 2026.
iShares MSCI USA Value Factor ETF made up 0.04% of Harbor Asset Planning's portfolio in Q2 2026, its #219 holding.
208 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.