IFG Advisory’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$385K Buy
2025
Q2
$342K Hold
2025
Q1
$322K Hold
2024
Q4
$319K Buy
2024
Q3
Sell
2024
Q2
$309K Buy
2024
Q1
Sell
2023
Q4
$368K Buy
2023
Q3
$256K Buy
2022
Q2
Sell
2022
Q1
$833K Buy
2021
Q4
$856K Buy
2021
Q3
$695K Sell
2021
Q2
$764K Buy
2021
Q1
$602K Buy
2020
Q4
$368K Buy
2020
Q3
$283K Buy