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Prospera Financial Services’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Prospera Financial Services’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 		$799K Buy
3,997
+881
+28% +$158K 0.01% 865
2026
Q1 		$443K Buy
+3,116
New +$457K 0.01% 1043
2022
Q3 		– Sell
-340
Closed -$31K – 1566
2022
Q2 		$31K Sell
340
-94
-22% -$9.3K ﹤0.01% 1127
2022
Q1 		$45K Buy
+434
New +$46.4K ﹤0.01% 1424

Other funds holding VLUE

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's VLUE Position: Q2 2026 in Review

Prospera Financial Services increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 28% in Q2 2026, buying an estimated $158K and bringing the position to 3,997 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #865.

Prospera Financial Services first reported a position in VLUE in Q1 2022 and has held it in 4 quarters since. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Prospera Financial Services held 3,997 shares of iShares MSCI USA Value Factor ETF worth $799K as of Q2 2026.
  • Prospera Financial Services bought 881 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $158K.
  • iShares MSCI USA Value Factor ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #865 holding.
  • Prospera Financial Services first reported a position in iShares MSCI USA Value Factor ETF in Q1 2022 and has held it in 4 quarters since.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.