SRCM
VLUE icon

Signature Resources Capital Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Signature Resources Capital 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 		– Sell
-70
Closed -$9.57K – 790
2025
Q4 		$9.57K Hold
70
– – ﹤0.01% 292
2025
Q3 		$8.75K Hold
70
– – ﹤0.01% 292
2025
Q2 		$7.92K Buy
+70
New +$7.38K ﹤0.01% 298

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 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 $1.55T AUM 33.47% 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 $80.9B AUM 26.08% 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 $1.89T AUM 35.08% 1-Year Est. Return

Signature Resources Capital Management's VLUE Position: Q1 2026 in Review

Signature Resources Capital Management sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q1 2026, closing a stake of 70 shares — an estimated $9.57K sold.

Signature Resources Capital Management first reported a position in VLUE in Q2 2025 and held it in 3 quarters. The position peaked at $9.57K in Q4 2025. 554 funds tracked by Wall St. Rank hold VLUE as of Q1 2026.

  • Signature Resources Capital Management reported no remaining iShares MSCI USA Value Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Signature Resources Capital Management sold 70 iShares MSCI USA Value Factor ETF shares in Q1 2026, an estimated $9.57K.
  • Signature Resources Capital Management first reported a position in iShares MSCI USA Value Factor ETF in Q2 2025 and held it in 3 quarters.
  • Signature Resources Capital Management's iShares MSCI USA Value Factor ETF position peaked at $9.57K in Q4 2025.
  • 554 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q1 2026.

Based on Signature Resources Capital Management's 13F filing for Q1 2026, filed 1 May 2026.