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
2025 Q3	$1.43M	Buy
2025 Q2	$1.3M	Buy
2025 Q1	$1.17M	Sell
2024 Q4	$1.22M	Buy