Level Four Advisory Services’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Level Four Advisory Services's VLUE Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 3.3% in Q2 2026, buying an estimated $14K and bringing the position to 2,464 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #628.

Level Four Advisory Services first reported a position in VLUE in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.5M in Q2 2021. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

• Level Four Advisory Services held 2,464 shares of iShares MSCI USA Value Factor ETF worth $492K as of Q2 2026.
• Level Four Advisory Services bought 78 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $14K.
• iShares MSCI USA Value Factor ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #628 holding.
• Level Four Advisory Services first reported a position in iShares MSCI USA Value Factor ETF in Q4 2016 and has held it in 39 quarters since.
• Level Four Advisory Services's iShares MSCI USA Value Factor ETF position peaked at $3.5M in Q2 2021.
• 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.