Planning Strategies Inc.’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

Planning Strategies Inc.’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	$11.8K	Buy	+59	New	+$10.6K	0.01%	305

Other funds holding VLUE

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Planning Strategies Inc.'s VLUE Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q2 2026: 59 shares worth $11.8K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings.

259 funds tracked by Wall St. Rank hold VLUE as of Q2 2026.

Planning Strategies Inc. held 59 shares of iShares MSCI USA Value Factor ETF worth $11.8K as of Q2 2026.
iShares MSCI USA Value Factor ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares MSCI USA Value Factor ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #305 holding.
259 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.