IA
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IFP Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

IFP Advisors’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 		$10.1M Sell
50,619
-701
-1% -$126K 0.18% 121
2026
Q1 		$7.3M Buy
51,320
+9,064
+21% +$1.33M 0.15% 150
2025
Q4 		$5.78M Sell
42,256
-1,570
-4% -$206K 0.13% 166
2025
Q3 		$5.48M Sell
43,826
-4,487
-9% -$528K 0.14% 156
2025
Q2 		$5.47M Sell
48,313
-9,222
-16% -$973K 0.16% 142
2025
Q1 		$6.14M Buy
57,535
+3,174
+6% +$346K 0.19% 109
2024
Q4 		$5.74M Sell
54,361
-2,752
-5% -$303K 0.19% 111
2024
Q3 		$6.23M Buy
57,113
+2,069
+4% +$218K 0.22% 96
2024
Q2 		$5.69M Buy
55,044
+496
+0.9% +$51.2K 0.23% 93
2024
Q1 		$5.91M Sell
54,548
-1,519
-3% -$155K 0.26% 85
2023
Q4 		$5.67M Sell
56,067
-977
-2% -$90.8K 0.27% 80
2023
Q3 		$5.18M Buy
57,044
+4,174
+8% +$393K 0.23% 91
2023
Q2 		$4.96M Buy
52,870
+14,024
+36% +$1.28M 0.21% 97
2023
Q1 		$3.3M Buy
38,846
+32,696
+532% +$3.08M 0.14% 142
2022
Q4 		$542K Sell
6,150
-9,652
-61% -$884K 0.01% 861
2022
Q3 		$1.53M Buy
15,802
+1,083
+7% +$100K 0.04% 490
2022
Q2 		$1.44M Hold
14,719
– – 0.05% 463
2022
Q1 		$1.44M Buy
14,719
+3,005
+26% +$321K 0.05% 463
2021
Q4 		$1.3M Sell
11,714
-28
-0.2% -$2.95K 0.03% 345
2021
Q3 		$1.19M Buy
11,742
+1,832
+18% +$190K 0.02% 361
2021
Q2 		$1.05M Buy
9,910
+2,492
+34% +$263K 0.02% 367
2021
Q1 		$761K Sell
7,418
-2,197
-23% -$212K 0.01% 411
2020
Q4 		$836K Sell
9,615
-1,980
-17% -$161K 0.03% 380
2020
Q3 		$853K Buy
11,595
+2,558
+28% +$190K 0.05% 321
2020
Q2 		$642K Buy
9,037
+8,964
+12,279% +$625K 0.05% 361
2020
Q1 		$3K Sell
73
-1,789
-96% -$145K ﹤0.01% 2281
2019
Q4 		$167K Buy
1,862
+1,727
+1,279% +$148K 0.01% 734
2019
Q3 		$11K Buy
+135
New +$11K ﹤0.01% 2035
2019
Q1 		– Sell
-10,908
Closed -$786K – 3430
2018
Q4 		$786K Buy
10,908
+2,044
+23% +$165K 0.05% 410
2018
Q3 		$779K Buy
8,864
+1,438
+19% +$124K 0.03% 512
2018
Q2 		$613K Buy
7,426
+6,555
+753% +$550K 0.03% 586
2018
Q1 		$73K Hold
871
– – ﹤0.01% 1575
2017
Q4 		$73K Buy
+871
New +$70.4K ﹤0.01% 1587

Other funds holding VLUE

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

IFP Advisors's VLUE Position: Q2 2026 in Review

IFP Advisors reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 1.4% in Q2 2026, selling an estimated $126K and leaving 50,619 shares worth $10.1M. The position accounts for 0.18% of the portfolio, ranked #121.

IFP Advisors first reported a position in VLUE in Q4 2017 and has held it in 33 quarters since. 161 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • IFP Advisors held 50,619 shares of iShares MSCI USA Value Factor ETF worth $10.1M as of Q2 2026.
  • IFP Advisors sold 701 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $126K.
  • iShares MSCI USA Value Factor ETF made up 0.18% of IFP Advisors's portfolio in Q2 2026, its #121 holding.
  • IFP Advisors first reported a position in iShares MSCI USA Value Factor ETF in Q4 2017 and has held it in 33 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.