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Signal Advisors Wealth’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Signal Advisors Wealth’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
Q3 		$270K Sell
1,366
-1,446
-51% -$286K 0.01% 619
2026
Q2 		$562K Buy
+2,812
New +$504K 0.03% 392

Other funds holding VLUE

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
KGP
Keystone Global Partners Denver, Colorado $278M AUM 15.57% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signal Advisors Wealth's VLUE Position: Q3 2026 in Review

Signal Advisors Wealth reduced its iShares MSCI USA Value Factor ETF (VLUE) stake by 51% in Q3 2026, selling an estimated $286K and leaving 1,366 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #619.

Signal Advisors Wealth first reported a position in VLUE in Q2 2026 and has held it in 2 quarters since. The position peaked at $562K in Q2 2026. 52 funds tracked by Wall St. Rank hold VLUE as of Q3 2026.

  • Signal Advisors Wealth held 1,366 shares of iShares MSCI USA Value Factor ETF worth $270K as of Q3 2026.
  • Signal Advisors Wealth sold 1,446 iShares MSCI USA Value Factor ETF shares in Q3 2026, an estimated $286K.
  • iShares MSCI USA Value Factor ETF made up 0.01% of Signal Advisors Wealth's portfolio in Q3 2026, its #619 holding.
  • Signal Advisors Wealth first reported a position in iShares MSCI USA Value Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • Signal Advisors Wealth's iShares MSCI USA Value Factor ETF position peaked at $562K in Q2 2026.
  • 52 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q3 2026.

Based on Signal Advisors Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.