Blue Trust Inc
SVAL icon

Blue Trust Inc’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Blue Trust 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 		$59 Buy
+1
New +$43 ﹤0.01% 2461

Other funds holding SVAL

BASWMI
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM
AR
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's SVAL Position: Q3 2026 in Review

Blue Trust Inc opened a new position in iShares US Small Cap Value Factor ETF (SVAL) in Q3 2026: 1 share worth $59. The stake represents ﹤0.01% of the portfolio and ranks #2461 among its holdings.

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

  • Blue Trust Inc held 1 share of iShares US Small Cap Value Factor ETF worth $59 as of Q3 2026.
  • iShares US Small Cap Value Factor ETF was a new Blue Trust Inc position in Q3 2026.
  • iShares US Small Cap Value Factor ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2461 holding.
  • 4 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.