Independent Advisor Alliance’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Independent Advisor Alliance’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 Q1	$674K	Buy	+4,741	New	+$695K	0.01%	1000

Other funds holding VLUE

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independent Advisor Alliance's VLUE Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q1 2026: 4,741 shares worth $674K. The stake represents 0.01% of the portfolio and ranks #1000 among its holdings.

550 funds tracked by Wall St. Rank hold VLUE as of Q1 2026.

Independent Advisor Alliance held 4,741 shares of iShares MSCI USA Value Factor ETF worth $674K as of Q1 2026.
iShares MSCI USA Value Factor ETF was a new Independent Advisor Alliance position in Q1 2026.
iShares MSCI USA Value Factor ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1000 holding.
550 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.