RDA Financial Network
VLUE icon

RDA Financial Network’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

RDA Financial Network’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 		– Sell
-1,748
Closed -$349K – 298
2026
Q2 		$349K Sell
1,748
-306
-15% -$54.8K 0.08% 205
2026
Q1 		$292K Buy
+2,054
New +$301K 0.07% 216
2021
Q2 		– Sell
-2,977
Closed -$305K – 238
2021
Q1 		$305K Sell
2,977
-47
-2% -$4.53K 0.13% 170
2020
Q4 		$263K Sell
3,024
-2,967
-50% -$241K 0.12% 177
2020
Q3 		$442K Sell
5,991
-4
-0.1% -$297 0.2% 112
2020
Q2 		$433K Buy
+5,995
New +$418K 0.22% 108

Other funds holding VLUE

Matson Money Inc
Matson Money Inc Mason, Ohio $3.57B AUM 10.63% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
SMI Advisory Services
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

RDA Financial Network's VLUE Position: Q3 2026 in Review

RDA Financial Network sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q3 2026, closing a stake of 1,748 shares — an estimated $349K sold.

RDA Financial Network first reported a position in VLUE in Q2 2020 and held it in 6 quarters. The position peaked at $442K in Q3 2020. 168 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • RDA Financial Network reported no remaining iShares MSCI USA Value Factor ETF position as of Q3 2026 after selling out during the quarter.
  • RDA Financial Network sold 1,748 iShares MSCI USA Value Factor ETF shares in Q3 2026, an estimated $349K.
  • RDA Financial Network first reported a position in iShares MSCI USA Value Factor ETF in Q2 2020 and held it in 6 quarters.
  • RDA Financial Network's iShares MSCI USA Value Factor ETF position peaked at $442K in Q3 2020.
  • 168 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.