Arax Advisory Partners’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Arax Advisory Partners’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 Q2	$418	Hold	10	–	–	﹤0.01%	5033
2026 Q1	$360	Buy	+10	New	+$366	﹤0.01%	3467

Other funds holding SVAL

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GAA

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

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Arax Advisory Partners's SVAL Position: Q2 2026 in Review

Arax Advisory Partners held its iShares US Small Cap Value Factor ETF (SVAL) position steady in Q2 2026 at 10 shares worth $418. The position accounts for ﹤0.01% of the portfolio, ranked #5033.

Arax Advisory Partners first reported a position in SVAL in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

Arax Advisory Partners held 10 shares of iShares US Small Cap Value Factor ETF worth $418 as of Q2 2026.
Arax Advisory Partners left its iShares US Small Cap Value Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Value Factor ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #5033 holding.
Arax Advisory Partners first reported a position in iShares US Small Cap Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
45 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.