B.A. Schrock Wealth Management, Inc.’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio SVAL Stock Details SVAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.49M	Buy	+59,666	New	+$2.55M	0.91%	37

Other funds holding SVAL

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s SVAL Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in iShares US Small Cap Value Factor ETF (SVAL) in Q3 2026: 59,666 shares worth $2.49M. The stake represents 0.91% of the portfolio and ranks #37 among its holdings.

4 funds tracked by Wall St. Rank hold SVAL as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 59,666 shares of iShares US Small Cap Value Factor ETF worth $2.49M as of Q3 2026.
iShares US Small Cap Value Factor ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
iShares US Small Cap Value Factor ETF made up 0.91% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #37 holding.
4 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.