Inspire Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Inspire Advisors’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	$584K	Buy	+4,109	New	+$603K	0.05%	331

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

Inspire Advisors's VLUE Position: Q1 2026 in Review

Inspire Advisors opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q1 2026: 4,109 shares worth $584K. The stake represents 0.05% of the portfolio and ranks #331 among its holdings.

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

Inspire Advisors held 4,109 shares of iShares MSCI USA Value Factor ETF worth $584K as of Q1 2026.
iShares MSCI USA Value Factor ETF was a new Inspire Advisors position in Q1 2026.
iShares MSCI USA Value Factor ETF made up 0.05% of Inspire Advisors's portfolio in Q1 2026, its #331 holding.
550 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on Inspire Advisors's 13F filing for Q1 2026, filed 15 May 2026.