Investors Research Corp’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Investors Research Corp’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
2024 Q2	–	Sell	-14	Closed	-$1.52K	–	1098
2024 Q1	$1.52K	Hold	14	–	–	﹤0.01%	927
2023 Q4	$1.42K	Hold	14	–	–	﹤0.01%	965
2023 Q3	$1.27K	Sell	14 -29	-67%	-$2.73K	﹤0.01%	977
2023 Q2	$4.03K	Hold	43	–	–	﹤0.01%	886
2023 Q1	$3.98K	Hold	43	–	–	﹤0.01%	904
2022 Q4	$3.92K	Hold	43	–	–	﹤0.01%	909
2022 Q3	$4K	Hold	43	–	–	﹤0.01%	901
2022 Q2	$4K	Hold	43	–	–	﹤0.01%	890
2022 Q1	$4K	Hold	43	–	–	﹤0.01%	877
2021 Q4	$5K	Hold	43	–	–	﹤0.01%	850
2021 Q3	$4K	Hold	43	–	–	﹤0.01%	890
2021 Q2	$5K	Buy	+43	New	+$4.54K	﹤0.01%	860

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Investors Research Corp's VLUE Position: Q2 2024 in Review

Investors Research Corp sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q2 2024, closing a stake of 14 shares — an estimated $1.52K sold.

Investors Research Corp first reported a position in VLUE in Q2 2021 and held it in 12 quarters. The position peaked at $5K in Q4 2021. 403 funds tracked by Wall St. Rank hold VLUE as of Q2 2024.

Investors Research Corp reported no remaining iShares MSCI USA Value Factor ETF position as of Q2 2024 after selling out during the quarter.
Investors Research Corp sold 14 iShares MSCI USA Value Factor ETF shares in Q2 2024, an estimated $1.52K.
Investors Research Corp first reported a position in iShares MSCI USA Value Factor ETF in Q2 2021 and held it in 12 quarters.
Investors Research Corp's iShares MSCI USA Value Factor ETF position peaked at $5K in Q4 2021.
403 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2024.

Based on Investors Research Corp's 13F filing for Q2 2024, filed 31 Jul 2024.