Ameritas Advisory Services’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
6,782
-3,363
| -33% | -$104K | 0.01% | 724 |
|
|
2025
Q1 | $329K | Hold |
10,145
| – | – | 0.01% | 678 |
|
|
2024
Q4 | $330K | Buy |
+10,145
| New | +$330K | 0.01% | 699 |
|
|
2023
Q2 | – | Sell |
-5,333
| Closed | -$142K | – | 2295 |
|
|
2023
Q1 | $142K | Sell |
5,333
-1,832
| -26% | -$48.6K | 0.01% | 885 |
|
|
2022
Q4 | $202K | Buy |
+7,165
| New | +$202K | 0.01% | 825 |
|