Northwest Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Northwest Wealth Management’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 Q2	$242K	Buy	+1,210	New	+$217K	0.03%	231

Other funds holding VLUE

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Northwest Wealth Management's VLUE Position: Q2 2026 in Review

Northwest Wealth Management opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 1,210 shares worth $242K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings.

267 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Northwest Wealth Management held 1,210 shares of iShares MSCI USA Value Factor ETF worth $242K as of Q2 2026.
iShares MSCI USA Value Factor ETF was a new Northwest Wealth Management position in Q2 2026.
iShares MSCI USA Value Factor ETF made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #231 holding.
267 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.