JWS
VLUE icon

Juncture Wealth Strategies’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Juncture Wealth Strategies’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
Q3 		$3.78M Buy
19,091
+727
+4% +$144K 0.97% 25
2026
Q2 		$3.67M Buy
+18,364
New +$3.29M 0.95% 24

Other funds holding VLUE

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Juncture Wealth Strategies's VLUE Position: Q3 2026 in Review

Juncture Wealth Strategies increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 4% in Q3 2026, buying an estimated $144K and bringing the position to 19,091 shares worth $3.78M. The position accounts for 0.97% of the portfolio, ranked #25.

Juncture Wealth Strategies first reported a position in VLUE in Q2 2026 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • Juncture Wealth Strategies held 19,091 shares of iShares MSCI USA Value Factor ETF worth $3.78M as of Q3 2026.
  • Juncture Wealth Strategies bought 727 iShares MSCI USA Value Factor ETF shares in Q3 2026, an estimated $144K.
  • iShares MSCI USA Value Factor ETF made up 0.97% of Juncture Wealth Strategies's portfolio in Q3 2026, its #25 holding.
  • Juncture Wealth Strategies first reported a position in iShares MSCI USA Value Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 29 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.