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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.3M Buy
11,396
+76
+0.7% +$8.66K 0.83% 23
2025
Q1 		$1.17M Sell
11,320
-279
-2% -$28.9K 0.82% 24
2024
Q4 		$1.22M Buy
+11,599
New +$1.22M 0.99% 18