Lifeworks Advisors’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Lifeworks Advisors’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
2026 Q3	$279K	Buy	+1,408	New	+$279K	0.03%	308

Other funds holding VLUE

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 29.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Lifeworks Advisors's VLUE Position: Q3 2026 in Review

Lifeworks Advisors opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q3 2026: 1,408 shares worth $279K. The stake represents 0.03% of the portfolio and ranks #308 among its holdings.

542 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

Lifeworks Advisors held 1,408 shares of iShares MSCI USA Value Factor ETF worth $279K as of Q3 2026.
iShares MSCI USA Value Factor ETF was a new Lifeworks Advisors position in Q3 2026.
iShares MSCI USA Value Factor ETF made up 0.03% of Lifeworks Advisors's portfolio in Q3 2026, its #308 holding.
542 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Lifeworks Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.