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Israel Englander’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Israel Englander’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 		$226K Sell
1,130
-11,300
-91% -$2.02M ﹤0.01% 5252
2026
Q1 		$1.77M Buy
12,430
+9,324
+300% +$1.37M ﹤0.01% 3989
2025
Q4 		$425K Buy
+3,106
New +$407K ﹤0.01% 5053
2025
Q1 		– Sell
-3,541
Closed -$374K – 6439
2024
Q4 		$374K Sell
3,541
-16,569
-82% -$1.82M ﹤0.01% 4944
2024
Q3 		$2.19M Buy
20,110
+1,236
+7% +$130K ﹤0.01% 3625
2024
Q2 		$1.95M Buy
18,874
+11,387
+152% +$1.18M ﹤0.01% 3554
2024
Q1 		$811K Sell
7,487
-958
-11% -$98K ﹤0.01% 4481
2023
Q4 		$854K Sell
8,445
-50,824
-86% -$4.73M ﹤0.01% 4278
2023
Q3 		$5.38M Buy
59,269
+53,560
+938% +$5.05M ﹤0.01% 2619
2023
Q2 		$535K Buy
+5,709
New +$520K ﹤0.01% 4495
2022
Q4 		– Sell
-8,037
Closed -$658K – 7093
2022
Q3 		$658K Buy
+8,037
New +$745K ﹤0.01% 4720
2022
Q1 		– Sell
-22,692
Closed -$2.48M – 7535
2021
Q4 		$2.48M Buy
22,692
+8,479
+60% +$892K ﹤0.01% 3568
2021
Q3 		$1.43M Buy
+14,213
New +$1.48M ﹤0.01% 4289
2021
Q2 		– Sell
-29,519
Closed -$3.02M – 7151
2021
Q1 		$3.02M Buy
+29,519
New +$2.84M ﹤0.01% 3128
2020
Q3 		– Sell
-3,408
Closed -$246K – 4852
2020
Q2 		$246K Buy
+3,408
New +$238K ﹤0.01% 3754
2019
Q4 		– Sell
-7,851
Closed -$644K – 4672
2019
Q3 		$644K Buy
+7,851
New +$637K ﹤0.01% 3105
2019
Q2 		– Sell
-6,458
Closed -$516K – 4490
2019
Q1 		$516K Sell
6,458
-5,850
-48% -$464K ﹤0.01% 3243
2018
Q4 		$893K Buy
12,308
+6,945
+129% +$562K ﹤0.01% 2642
2018
Q3 		$471K Buy
+5,363
New +$464K ﹤0.01% 3284
2016
Q3 		– Sell
-161,299
Closed -$9.94M – 3640
2016
Q2 		$9.94M Buy
+161,299
New +$9.94M 0.02% 854

Other funds holding VLUE

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Israel Englander's VLUE Position: Q2 2026 in Review

Israel Englander reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 91% in Q2 2026, selling an estimated $2.02M and leaving 1,130 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #5252.

Israel Englander first reported a position in VLUE in Q2 2016 and has held it in 20 quarters since. The position peaked at $9.94M in Q2 2016. 622 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Israel Englander held 1,130 shares of iShares MSCI USA Value Factor ETF worth $226K as of Q2 2026.
  • Israel Englander sold 11,300 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $2.02M.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of Israel Englander's portfolio in Q2 2026, its #5252 holding.
  • Israel Englander first reported a position in iShares MSCI USA Value Factor ETF in Q2 2016 and has held it in 20 quarters since.
  • Israel Englander's iShares MSCI USA Value Factor ETF position peaked at $9.94M in Q2 2016.
  • 622 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Millennium Management's 13F filing for Q2 2026, filed 14 Aug 2026.