Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $414K | Buy |
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|
2025
Q4 | $355K | Sell |
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|
2025
Q3 | $325K | Buy |
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|
2025
Q2 | $200K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $218K | Sell |
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|
2023
Q3 | $206K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $581K | Sell |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $634K | Buy |
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|
2021
Q4 | $639K | Sell |
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|
2021
Q3 | $685K | Sell |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $874K | Buy |
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|
2020
Q4 | $729K | Sell |
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|
2020
Q3 | $1.22M | Sell |
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|
2020
Q2 | $2.12M | Buy |
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