WealthPlan Investment Management’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$221K Buy
+1,949
New +$221K 0.02% 324
2022
Q1
$319K Buy
+3,232
New +$319K 0.02% 308