Heirloom Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Heirloom Wealth 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 Q1	$1.1M	Buy	+7,743	New	+$1.14M	0.2%	50

Other funds holding VLUE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

MMI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heirloom Wealth Management's VLUE Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q1 2026: 7,743 shares worth $1.1M. The stake represents 0.2% of the portfolio and ranks #50 among its holdings.

550 funds tracked by Wall St. Rank hold VLUE as of Q1 2026.

Heirloom Wealth Management held 7,743 shares of iShares MSCI USA Value Factor ETF worth $1.1M as of Q1 2026.
iShares MSCI USA Value Factor ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares MSCI USA Value Factor ETF made up 0.2% of Heirloom Wealth Management's portfolio in Q1 2026, its #50 holding.
550 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.