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Steigerwald Gordon & Koch’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Steigerwald Gordon & Koch’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 		$119K Hold
594
– – 0.01% 199
2026
Q1 		$84.5K Hold
594
– – 0.01% 231
2025
Q4 		$81.2K Hold
594
– – 0.01% 241
2025
Q3 		$74.3K Buy
+594
New +$69.9K 0.01% 247

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
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
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
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

Steigerwald Gordon & Koch's VLUE Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares MSCI USA Value Factor ETF (VLUE) position steady in Q2 2026 at 594 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #199.

Steigerwald Gordon & Koch first reported a position in VLUE in Q3 2025 and has held it in 4 quarters since. 624 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

  • Steigerwald Gordon & Koch held 594 shares of iShares MSCI USA Value Factor ETF worth $119K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares MSCI USA Value Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Value Factor ETF made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #199 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares MSCI USA Value Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 624 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.