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

High Point 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
Q2 		$31.5K Buy
158
+28
+22% +$5.01K 0.03% 166
2026
Q1 		$18.5K Buy
+130
New +$19.1K 0.02% 191

Other funds holding VLUE

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

High Point Wealth Management's VLUE Position: Q2 2026 in Review

High Point Wealth Management increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 22% in Q2 2026, buying an estimated $5.01K and bringing the position to 158 shares worth $31.5K. The position accounts for 0.03% of the portfolio, ranked #166.

High Point Wealth Management first reported a position in VLUE in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • High Point Wealth Management held 158 shares of iShares MSCI USA Value Factor ETF worth $31.5K as of Q2 2026.
  • High Point Wealth Management bought 28 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $5.01K.
  • iShares MSCI USA Value Factor ETF made up 0.03% of High Point Wealth Management's portfolio in Q2 2026, its #166 holding.
  • High Point Wealth Management first reported a position in iShares MSCI USA Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.