KPP Advisory Services’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
2026
Q2
$1.21M Sell
6,053
-27
-0.4% -$4.84K 0.15% 126
2026
Q1
$865K Sell
6,080
-845
-12% -$124K 0.13% 149
2025
Q4
$947K Sell
6,925
-781
-10% -$102K 0.14% 137
2025
Q3
$964K Sell
7,706
-430
-5% -$50.6K 0.14% 137
2025
Q2
$921K Sell
8,136
-78
-0.9% -$8.23K 0.15% 131
2025
Q1
$876K Buy
+8,214
New +$895K 0.17% 123

Other funds holding VLUE

KPP Advisory Services's VLUE Position: Q2 2026 in Review

KPP Advisory Services reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 0.44% in Q2 2026, selling an estimated $4.84K and leaving 6,053 shares worth $1.21M. The position accounts for 0.15% of the portfolio, ranked #126.

KPP Advisory Services first reported a position in VLUE in Q1 2025 and has held it in 6 quarters since. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • KPP Advisory Services held 6,053 shares of iShares MSCI USA Value Factor ETF worth $1.21M as of Q2 2026.
  • KPP Advisory Services sold 27 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $4.84K.
  • iShares MSCI USA Value Factor ETF made up 0.15% of KPP Advisory Services's portfolio in Q2 2026, its #126 holding.
  • KPP Advisory Services first reported a position in iShares MSCI USA Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.