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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
Q2 		– Sell
-4,741
Closed -$674K – 1617
2026
Q1 		$674K Buy
+4,741
New +$695K 0.01% 1000

Other funds holding VLUE

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's VLUE Position: Q2 2026 in Review

Independent Advisor Alliance sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026, closing a stake of 4,741 shares — an estimated $674K sold.

Independent Advisor Alliance first reported a position in VLUE in Q1 2026 and held it in 1 quarter. The position peaked at $674K in Q1 2026. 626 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Independent Advisor Alliance reported no remaining iShares MSCI USA Value Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,741 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $674K.
  • Independent Advisor Alliance first reported a position in iShares MSCI USA Value Factor ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares MSCI USA Value Factor ETF position peaked at $674K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.