RIL
VLUE icon

Rothschild Investment LLC’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Rothschild Investment LLC’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
Q1 		$94.8K Buy
667
+1
+0.2% +$147 0.01% 904
2025
Q4 		$91.1K Buy
666
+256
+62% +$33.6K 0.01% 834
2025
Q3 		$51.3K Buy
410
+160
+64% +$18.8K ﹤0.01% 980
2025
Q2 		$28.3K Buy
250
+1
+0.4% +$105 ﹤0.01% 933
2025
Q1 		$26.6K Buy
249
+1
+0.4% +$109 ﹤0.01% 923
2024
Q4 		$26.2K Hold
248
– – ﹤0.01% 932
2024
Q3 		$27K Buy
248
+1
+0.4% +$106 ﹤0.01% 928
2024
Q2 		$25.5K Buy
247
+1
+0.4% +$103 ﹤0.01% 918
2024
Q1 		$26.7K Hold
246
– – ﹤0.01% 860
2023
Q4 		$24.8K Buy
+246
New +$22.9K ﹤0.01% 804

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