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Keystone Financial Group (Georgia)’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Keystone Financial Group (Georgia)’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 		$2.23M Buy
11,288
+54
+0.5% +$10.7K 1.19% 17
2026
Q2 		$2.24M Buy
11,234
+39
+0.3% +$6.99K 1.18% 19
2026
Q1 		$1.59M Sell
11,195
-330
-3% -$48.4K 0.83% 21
2025
Q4 		$1.58M Buy
11,525
+68
+0.6% +$8.92K 0.83% 25
2025
Q3 		$1.43M Buy
11,457
+61
+0.5% +$7.18K 0.81% 25
2025
Q2 		$1.3M Buy
11,396
+76
+0.7% +$8.02K 0.83% 23
2025
Q1 		$1.17M Sell
11,320
-279
-2% -$30.4K 0.82% 24
2024
Q4 		$1.22M Buy
+11,599
New +$1.28M 0.99% 18

Other funds holding VLUE

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 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
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Keystone Financial Group (Georgia)'s VLUE Position: Q3 2026 in Review

Keystone Financial Group (Georgia) increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 0.48% in Q3 2026, buying an estimated $10.7K and bringing the position to 11,288 shares worth $2.23M. The position accounts for 1.19% of the portfolio, ranked #17.

Keystone Financial Group (Georgia) first reported a position in VLUE in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.24M in Q2 2026. 57 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • Keystone Financial Group (Georgia) held 11,288 shares of iShares MSCI USA Value Factor ETF worth $2.23M as of Q3 2026.
  • Keystone Financial Group (Georgia) bought 54 iShares MSCI USA Value Factor ETF shares in Q3 2026, an estimated $10.7K.
  • iShares MSCI USA Value Factor ETF made up 1.19% of Keystone Financial Group (Georgia)'s portfolio in Q3 2026, its #17 holding.
  • Keystone Financial Group (Georgia) first reported a position in iShares MSCI USA Value Factor ETF in Q4 2024 and has held it in 8 quarters since.
  • Keystone Financial Group (Georgia)'s iShares MSCI USA Value Factor ETF position peaked at $2.24M in Q2 2026.
  • 57 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q3 2026, filed 13 Oct 2026.