Cetera Investment Advisers’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Cetera Investment Advisers’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	-7,563	Closed	-$227K	–	4206
2025 Q1	$227K	Sell	7,563 -3,541	-32%	-$113K	﹤0.01%	3507
2024 Q4	$361K	Buy	11,104 +3,340	+43%	+$112K	﹤0.01%	2958
2024 Q3	$250K	Buy	7,764 +212	+3%	+$6.68K	﹤0.01%	3221
2024 Q2	$221K	Buy	+7,552	New	+$221K	﹤0.01%	3296
2024 Q1	–	Sell	-9,038	Closed	-$278K	–	3731
2023 Q4	$278K	Buy	9,038 +2	+0%	+$55	﹤0.01%	1825
2023 Q3	$239K	Buy	+9,036	New	+$250K	﹤0.01%	1869

Other funds holding SVAL

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers's SVAL Position: Q2 2025 in Review

Cetera Investment Advisers sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q2 2025, closing a stake of 7,563 shares — an estimated $227K sold.

Cetera Investment Advisers first reported a position in SVAL in Q3 2023 and held it in 6 quarters. The position peaked at $361K in Q4 2024. 36 funds tracked by Wall St. Rank hold SVAL as of Q2 2025.

Cetera Investment Advisers reported no remaining iShares US Small Cap Value Factor ETF position as of Q2 2025 after selling out during the quarter.
Cetera Investment Advisers sold 7,563 iShares US Small Cap Value Factor ETF shares in Q2 2025, an estimated $227K.
Cetera Investment Advisers first reported a position in iShares US Small Cap Value Factor ETF in Q3 2023 and held it in 6 quarters.
Cetera Investment Advisers's iShares US Small Cap Value Factor ETF position peaked at $361K in Q4 2024.
36 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2025.

Based on Cetera Investment Advisers's 13F filing for Q2 2025, filed 8 Aug 2025.