Shared Vision Wealth Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Shared Vision Wealth Group’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	$585K	Buy	2,930 +33	+1%	+$5.91K	0.2%	67
2026 Q1	$412K	Buy	2,897 +297	+11%	+$43.6K	0.17%	71
2025 Q4	$376K	Hold	2,600	–	–	0.15%	71
2025 Q3	$331K	Hold	2,600	–	–	0.14%	72
2025 Q2	$294K	Sell	2,600 -40	-2%	-$4.22K	0.15%	63
2025 Q1	$282K	Hold	2,640	–	–	0.15%	65
2024 Q4	$279K	Sell	2,640 -651	-20%	-$71.6K	0.15%	63
2024 Q3	$359K	Hold	3,291	–	–	0.19%	55
2024 Q2	$340K	Buy	3,291 +1	+0%	+$103	0.2%	55
2024 Q1	$356K	Hold	3,290	–	–	0.22%	53
2023 Q4	$333K	Buy	+3,290	New	+$306K	0.22%	54

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

Shared Vision Wealth Group's VLUE Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 1.1% in Q2 2026, buying an estimated $5.91K and bringing the position to 2,930 shares worth $585K. The position accounts for 0.2% of the portfolio, ranked #67.

Shared Vision Wealth Group first reported a position in VLUE in Q4 2023 and has held it in 11 quarters since. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Shared Vision Wealth Group held 2,930 shares of iShares MSCI USA Value Factor ETF worth $585K as of Q2 2026.
Shared Vision Wealth Group bought 33 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $5.91K.
iShares MSCI USA Value Factor ETF made up 0.2% of Shared Vision Wealth Group's portfolio in Q2 2026, its #67 holding.
Shared Vision Wealth Group first reported a position in iShares MSCI USA Value Factor ETF in Q4 2023 and has held it in 11 quarters since.
624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.