IWS
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Insight Wealth Strategies’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Insight Wealth Strategies’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
Q3 		$27.4M Sell
138,537
-12,949
-9% -$2.56M 2.71% 9
2026
Q2 		$29.6M Sell
151,486
-3,385
-2% -$606K 2.89% 5
2026
Q1 		$22M Buy
154,871
+153,389
+10,350% +$22.5M 2.46% 9
2025
Q4 		$203K Buy
+1,482
New +$194K 0.02% 168
2022
Q4 		– Sell
-2,627
Closed -$238K – 154
2022
Q3 		$238K Hold
2,627
– – 0.04% 133
2022
Q2 		$238K Sell
2,627
-112
-4% -$11.1K 0.04% 133
2022
Q1 		$286K Sell
2,739
-121,275
-98% -$13M 0.04% 140
2021
Q4 		$13.6M Sell
124,014
-8,090
-6% -$851K 1.93% 19
2021
Q3 		$13.3M Buy
132,104
+3,407
+3% +$354K 1.87% 20
2021
Q2 		$13.5M Sell
128,697
-8,296
-6% -$875K 1.92% 20
2021
Q1 		$14M Buy
136,993
+132,424
+2,898% +$12.8M 1.88% 20
2020
Q4 		$397K Buy
+4,569
New +$372K 0.07% 134

Other funds holding VLUE

TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Insight Wealth Strategies's VLUE Position: Q3 2026 in Review

Insight Wealth Strategies reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 8.5% in Q3 2026, selling an estimated $2.56M and leaving 138,537 shares worth $27.4M. The position accounts for 2.71% of the portfolio, ranked #9.

Insight Wealth Strategies first reported a position in VLUE in Q4 2020 and has held it in 12 quarters since. The position peaked at $29.6M in Q2 2026. 29 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • Insight Wealth Strategies held 138,537 shares of iShares MSCI USA Value Factor ETF worth $27.4M as of Q3 2026.
  • Insight Wealth Strategies sold 12,949 iShares MSCI USA Value Factor ETF shares in Q3 2026, an estimated $2.56M.
  • iShares MSCI USA Value Factor ETF made up 2.71% of Insight Wealth Strategies's portfolio in Q3 2026, its #9 holding.
  • Insight Wealth Strategies first reported a position in iShares MSCI USA Value Factor ETF in Q4 2020 and has held it in 12 quarters since.
  • Insight Wealth Strategies's iShares MSCI USA Value Factor ETF position peaked at $29.6M in Q2 2026.
  • 29 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.