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Southern Michigan Bank & Trust’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Southern Michigan Bank & Trust’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 		$48K Buy
240
+81
+51% +$14.5K 0.02% 208
2026
Q1 		$22.6K Buy
+159
New +$23.3K 0.01% 268

Other funds holding VLUE

MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Southern Michigan Bank & Trust's VLUE Position: Q2 2026 in Review

Southern Michigan Bank & Trust increased its iShares MSCI USA Value Factor ETF (VLUE) stake by 51% in Q2 2026, buying an estimated $14.5K and bringing the position to 240 shares worth $48K. The position accounts for 0.02% of the portfolio, ranked #208.

Southern Michigan Bank & Trust first reported a position in VLUE in Q1 2026 and has held it in 2 quarters since. 601 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Southern Michigan Bank & Trust held 240 shares of iShares MSCI USA Value Factor ETF worth $48K as of Q2 2026.
  • Southern Michigan Bank & Trust bought 81 iShares MSCI USA Value Factor ETF shares in Q2 2026, an estimated $14.5K.
  • iShares MSCI USA Value Factor ETF made up 0.02% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #208 holding.
  • Southern Michigan Bank & Trust first reported a position in iShares MSCI USA Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 601 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.