Institute for Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Institute for Wealth Management’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	$2.4K	Buy	+12	New	+$2.15K	﹤0.01%	1564

Other funds holding VLUE

MMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Institute for Wealth Management's VLUE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 12 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #1564 among its holdings.

417 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Institute for Wealth Management held 12 shares of iShares MSCI USA Value Factor ETF worth $2.4K as of Q2 2026.
iShares MSCI USA Value Factor ETF was a new Institute for Wealth Management position in Q2 2026.
iShares MSCI USA Value Factor ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1564 holding.
417 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.