Cetera Investment Advisers’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,563
| Closed | -$227K | – | 4153 |
|
|
2025
Q1 | $227K | Sell |
7,563
-3,541
| -32% | -$106K | ﹤0.01% | 3507 |
|
|
2024
Q4 | $361K | Buy |
11,104
+3,340
| +43% | +$108K | ﹤0.01% | 2958 |
|
|
2024
Q3 | $250K | Buy |
7,764
+212
| +3% | +$6.83K | ﹤0.01% | 3221 |
|
|
2024
Q2 | $221K | Buy |
+7,552
| New | +$221K | ﹤0.01% | 3296 |
|
|
2024
Q1 | – | Sell |
-9,038
| Closed | -$278K | – | 3687 |
|
|
2023
Q4 | $278K | Buy |
9,038
+2
| +0% | +$62 | ﹤0.01% | 1825 |
|
|
2023
Q3 | $239K | Buy |
+9,036
| New | +$239K | ﹤0.01% | 1869 |
|