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SHP Wealth Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

SHP Wealth Management’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 		$47.5K Buy
334
+1
+0.3% +$147 ﹤0.01% 503
2025
Q4 		$45.6K Buy
+333
New +$43.7K ﹤0.01% 496

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's VLUE Position: Q1 2026 in Review

SHP Wealth Management increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 0.3% in Q1 2026, buying an estimated $147 and bringing the position to 334 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

SHP Wealth Management first reported a position in VLUE in Q4 2025 and has held it in 2 quarters since. 552 funds tracked by Wall St. Rank hold VLUE as of Q1 2026.

  • SHP Wealth Management held 334 shares of iShares MSCI USA Value Factor ETF worth $47.5K as of Q1 2026.
  • SHP Wealth Management bought 1 iShares MSCI USA Value Factor ETF share in Q1 2026, an estimated $147.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #503 holding.
  • SHP Wealth Management first reported a position in iShares MSCI USA Value Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.