Kovitz Investment Group Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$6.81M Buy
2025
Q1
$5.88M Sell
2024
Q4
$5.86M Buy
2024
Q3
$5.92M Buy