Elk River Wealth Management, LLC VLUE Holdings History
Elk River Wealth Management, LLC's iShares MSCI USA Value Factor ETF Holding Summary
As of 2025-06-30, Elk River Wealth Management, LLC held 173,169.00 shares of iShares MSCI USA Value Factor ETF(VLUE), totaling $19.60 Mil. This investment constitutes 3.37% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0.29% of the outstanding iShares MSCI USA Value Factor ETF(VLUE) stock.
The initial trade took place in 2022Q1. And since then Elk River Wealth Management, LLC has made 12 purchases of VLUE, at an average price of $102.70, for a total of 192,370.00 shares. In addition, there have been 2 sales at an average price of $98.83 for 19,201.00 shares. Based on historical transaction data and VLUE's current price of $113.97, Elk River Wealth Management, LLC's estimated gain on his VLUE holdings is $1.88 Mil, reflecting a 9.50% gain to date.
Elk River Wealth Management, LLC VLUE ($113.97) Holding Chart
Elk River Wealth Management, LLC VLUE ($113.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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