Sharkey, Howes & Javer’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $222K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $526K | Sell |
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|
2023
Q1 | $2.28M | Sell |
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|
2022
Q4 | $2.55M | Sell |
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|
2022
Q3 | $3.01M | Sell |
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|
2022
Q2 | $5.21M | Sell |
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|
2022
Q1 | $10.3M | Sell |
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|
2021
Q4 | $13.5M | Sell |
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|
2021
Q3 | $13.8M | Buy |
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|
2021
Q2 | $13.3M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $6.55M | Buy |
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|
2020
Q3 | $5.05M | Buy |
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|
2020
Q2 | $4.21M | Buy |
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