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

Savvy Advisors Inc’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	$1.94M	Buy	9,697 +1,515	+19%	+$271K	0.04%	339
2026 Q1	$1.16M	Sell	8,182 -49	-0.6%	-$7.19K	0.03%	398
2025 Q4	$1.13M	Buy	8,231 +343	+4%	+$45K	0.04%	344
2025 Q3	$986K	Buy	7,888 +4,063	+106%	+$478K	0.05%	270
2025 Q2	$433K	Sell	3,825 -1	-0%	-$105	0.03%	385
2025 Q1	$408K	Buy	+3,826	New	+$417K	0.04%	322

Other funds holding VLUE

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Savvy Advisors Inc's VLUE Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 19% in Q2 2026, buying an estimated $271K and bringing the position to 9,697 shares worth $1.94M. The position accounts for 0.04% of the portfolio, ranked #339.

Savvy Advisors Inc first reported a position in VLUE in Q1 2025 and has held it in 6 quarters since. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Savvy Advisors Inc held 9,697 shares of iShares MSCI USA Value Factor ETF worth $1.94M as of Q2 2026.
Savvy Advisors Inc bought 1,515 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $271K.
iShares MSCI USA Value Factor ETF made up 0.04% of Savvy Advisors Inc's portfolio in Q2 2026, its #339 holding.
Savvy Advisors Inc first reported a position in iShares MSCI USA Value Factor ETF in Q1 2025 and has held it in 6 quarters since.
624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.