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Boyce & Associates Wealth Consulting’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Boyce & Associates Wealth Consulting’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
2022
Q2 		– Sell
-66,720
Closed -$2.05M – 55
2022
Q1 		$2.05M Buy
+66,720
New +$2.09M 3.06% 13

Other funds holding SVAL

RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Boyce & Associates Wealth Consulting's SVAL Position: Q2 2022 in Review

Boyce & Associates Wealth Consulting sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q2 2022, closing a stake of 66,720 shares — an estimated $2.05M sold.

Boyce & Associates Wealth Consulting first reported a position in SVAL in Q1 2022 and held it in 1 quarter. The position peaked at $2.05M in Q1 2022. 33 funds tracked by Wall St. Rank hold SVAL as of Q2 2022.

  • Boyce & Associates Wealth Consulting reported no remaining iShares US Small Cap Value Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 66,720 iShares US Small Cap Value Factor ETF shares in Q2 2022, an estimated $2.05M.
  • Boyce & Associates Wealth Consulting first reported a position in iShares US Small Cap Value Factor ETF in Q1 2022 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's iShares US Small Cap Value Factor ETF position peaked at $2.05M in Q1 2022.
  • 33 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2022.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2022, filed 11 Jul 2022.