AWM
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AE Wealth Management’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

AE Wealth Management’s Portfolio SVAL Stock Details SVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.8K Buy
90
+5
+6% +$155 ﹤0.01% 2026
2025
Q1 		$2.55K Buy
85
+3
+4% +$90 ﹤0.01% 2015
2024
Q4 		$2.66K Buy
+82
New +$2.66K ﹤0.01% 1981