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 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

MMI

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

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Insight Wealth Strategies's VLUE Position: Q2 2026 in Review

Insight Wealth Strategies reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 2.2% in Q2 2026, selling an estimated $606K and leaving 151,486 shares worth $29.6M. The position accounts for 2.89% of the portfolio, ranked #5.

Insight Wealth Strategies first reported a position in VLUE in Q4 2020 and has held it in 11 quarters since. 222 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Insight Wealth Strategies held 151,486 shares of iShares MSCI USA Value Factor ETF worth $29.6M as of Q2 2026.
Insight Wealth Strategies sold 3,385 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $606K.
iShares MSCI USA Value Factor ETF made up 2.89% of Insight Wealth Strategies's portfolio in Q2 2026, its #5 holding.
Insight Wealth Strategies first reported a position in iShares MSCI USA Value Factor ETF in Q4 2020 and has held it in 11 quarters since.
222 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.