IBOK
VLUE icon

Independence Bank of Kentucky’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Independence Bank of Kentucky’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 		$35.2K Hold
176
– – ﹤0.01% 418
2026
Q1 		$25K Hold
176
– – ﹤0.01% 471
2025
Q4 		$24.1K Buy
+176
New +$23.1K ﹤0.01% 481

Other funds holding VLUE

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Independence Bank of Kentucky's VLUE Position: Q2 2026 in Review

Independence Bank of Kentucky held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 176 shares worth $35.2K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Independence Bank of Kentucky first reported a position in VLUE in Q4 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Independence Bank of Kentucky held 176 shares of iShares MSCI USA Value Factor ETF worth $35.2K as of Q2 2026.
  • Independence Bank of Kentucky left its iShares MSCI USA Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #418 holding.
  • Independence Bank of Kentucky first reported a position in iShares MSCI USA Value Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.