Ameritas Advisory Services’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-4,667	Closed	-$156K	–	1963
2025 Q3	$156K	Sell	4,667 -2,115	-31%	-$69.5K	0.01%	686
2025 Q2	$211K	Sell	6,782 -3,363	-33%	-$99K	0.01%	724
2025 Q1	$329K	Hold	10,145	–	–	0.01%	678
2024 Q4	$330K	Buy	+10,145	New	+$340K	0.01%	699
2023 Q2	–	Sell	-5,333	Closed	-$142K	–	2295
2023 Q1	$142K	Sell	5,333 -1,832	-26%	-$52.7K	0.01%	885
2022 Q4	$202K	Buy	+7,165	New	+$205K	0.01%	825

Other funds holding SVAL

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Ameritas Advisory Services's SVAL Position: Q4 2025 in Review

Ameritas Advisory Services sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q4 2025, closing a stake of 4,667 shares — an estimated $156K sold.

Ameritas Advisory Services first reported a position in SVAL in Q4 2022 and held it in 6 quarters. The position peaked at $330K in Q4 2024. 30 funds tracked by Wall St. Rank hold SVAL as of Q4 2025.

Ameritas Advisory Services reported no remaining iShares US Small Cap Value Factor ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 4,667 iShares US Small Cap Value Factor ETF shares in Q4 2025, an estimated $156K.
Ameritas Advisory Services first reported a position in iShares US Small Cap Value Factor ETF in Q4 2022 and held it in 6 quarters.
Ameritas Advisory Services's iShares US Small Cap Value Factor ETF position peaked at $330K in Q4 2024.
30 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.