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BOK Financial’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

BOK Financial’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
Q2 		– Sell
-600
Closed -$18K – 1331
2025
Q1 		$18K Buy
+600
New +$19.1K ﹤0.01% 931

Other funds holding SVAL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

BOK Financial's SVAL Position: Q2 2025 in Review

BOK Financial sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q2 2025, closing a stake of 600 shares — an estimated $18K sold.

BOK Financial first reported a position in SVAL in Q1 2025 and held it in 1 quarter. The position peaked at $18K in Q1 2025. 36 funds tracked by Wall St. Rank hold SVAL as of Q2 2025.

  • BOK Financial reported no remaining iShares US Small Cap Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 600 iShares US Small Cap Value Factor ETF shares in Q2 2025, an estimated $18K.
  • BOK Financial first reported a position in iShares US Small Cap Value Factor ETF in Q1 2025 and held it in 1 quarter.
  • BOK Financial's iShares US Small Cap Value Factor ETF position peaked at $18K in Q1 2025.
  • 36 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.