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Investment Research & Advisory Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Investment Research & Advisory Group’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
2023
Q3 		– Sell
-204
Closed -$19.1K – 233
2023
Q2 		$19.1K Buy
+204
New +$18.6K 0.01% 132

Other funds holding VLUE

Northwestern Mutual Wealth Management
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Investment Research & Advisory Group's VLUE Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q3 2023, closing a stake of 204 shares — an estimated $19.1K sold.

Investment Research & Advisory Group first reported a position in VLUE in Q2 2023 and held it in 1 quarter. The position peaked at $19.1K in Q2 2023. 413 funds tracked by Wall St. Rank hold VLUE as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining iShares MSCI USA Value Factor ETF position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 204 iShares MSCI USA Value Factor ETF shares in Q3 2023, an estimated $19.1K.
  • Investment Research & Advisory Group first reported a position in iShares MSCI USA Value Factor ETF in Q2 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's iShares MSCI USA Value Factor ETF position peaked at $19.1K in Q2 2023.
  • 413 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.