Tyche Wealth Partners’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Tyche Wealth Partners’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
2025 Q2	–	Sell	-2,502	Closed	-$267K	–	323
2025 Q1	$267K	Hold	2,502	–	–	0.06%	217
2024 Q4	$264K	Hold	2,502	–	–	0.06%	236
2024 Q3	$273K	Hold	2,502	–	–	0.06%	213
2024 Q2	$259K	Hold	2,502	–	–	0.06%	212
2024 Q1	$271K	Sell	2,502 -2,775	-53%	-$284K	0.07%	214
2023 Q4	$534K	Buy	+5,277	New	+$491K	0.13%	137

Other funds holding VLUE

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tyche Wealth Partners's VLUE Position: Q2 2025 in Review

Tyche Wealth Partners sold out of iShares MSCI USA Value Factor ETF (VLUE) in Q2 2025, closing a stake of 2,502 shares — an estimated $267K sold.

Tyche Wealth Partners first reported a position in VLUE in Q4 2023 and held it in 6 quarters. The position peaked at $534K in Q4 2023. 419 funds tracked by Wall St. Rank hold VLUE as of Q2 2025.

Tyche Wealth Partners reported no remaining iShares MSCI USA Value Factor ETF position as of Q2 2025 after selling out during the quarter.
Tyche Wealth Partners sold 2,502 iShares MSCI USA Value Factor ETF shares in Q2 2025, an estimated $267K.
Tyche Wealth Partners first reported a position in iShares MSCI USA Value Factor ETF in Q4 2023 and held it in 6 quarters.
Tyche Wealth Partners's iShares MSCI USA Value Factor ETF position peaked at $534K in Q4 2023.
419 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2025.

Based on Tyche Wealth Partners's 13F filing for Q2 2025, filed 23 Jul 2025.