IFP Advisors’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
Q2 | $5.47M | Sell |
|
|||||
|
2025
Q1 | $6.14M | Buy |
|
|||||
|
2024
Q4 | $5.74M | Sell |
|
|||||
|
2024
Q3 | $6.23M | Buy |
|
|||||
|
2024
Q2 | $5.69M | Buy |
|
|||||
|
2024
Q1 | $5.91M | Sell |
|
|||||
|
2023
Q4 | $5.67M | Sell |
|
|||||
|
2023
Q3 | $5.18M | Buy |
|
|||||
|
2023
Q2 | $4.96M | Buy |
|
|||||
|
2023
Q1 | $3.3M | Buy |
|
|||||
|
2022
Q4 | $542K | Sell |
|
|||||
|
2022
Q3 | $1.53M | Buy |
|
|||||
|
2022
Q2 | $1.44M | Hold |
|
|||||
|
2022
Q1 | $1.44M | Buy |
|
|||||
|
2021
Q4 | $1.3M | Sell |
|
|||||
|
2021
Q3 | $1.19M | Buy |
|
|||||
|
2021
Q2 | $1.05M | Buy |
|
|||||
|
2021
Q1 | $761K | Sell |
|
|||||
|
2020
Q4 | $836K | Sell |
|
|||||
|
2020
Q3 | $853K | Buy |
|
|||||
|
2020
Q2 | $642K | Buy |
|
|||||
|
2020
Q1 | $3K | Sell |
|
|||||
|
2019
Q4 | $167K | Buy |
|
|||||
|
2019
Q3 | $11K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $786K | Buy |
|
|||||
|
2018
Q3 | $779K | Buy |
|
|||||
|
2018
Q2 | $613K | Buy |
|
|||||
|
2018
Q1 | $73K | Hold |
|
|||||
|
2017
Q4 | $73K | Buy |
|