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
2026 Q2	$251K	Buy	+6,012	New	+$237K	﹤0.01%	4306
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 $2.16B AUM 28.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers's SVAL Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in iShares US Small Cap Value Factor ETF (SVAL) in Q2 2026: 6,012 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #4306 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in SVAL as recently as Q1 2025.

Cetera Investment Advisers first reported a position in SVAL in Q3 2023 and has held it in 7 quarters since. The position peaked at $361K in Q4 2024. 44 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

Cetera Investment Advisers held 6,012 shares of iShares US Small Cap Value Factor ETF worth $251K as of Q2 2026.
iShares US Small Cap Value Factor ETF was a new Cetera Investment Advisers position in Q2 2026.
iShares US Small Cap Value Factor ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4306 holding.
Cetera Investment Advisers first reported a position in iShares US Small Cap Value Factor ETF in Q3 2023 and has held it in 7 quarters since.
Cetera Investment Advisers's iShares US Small Cap Value Factor ETF position peaked at $361K in Q4 2024.
44 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.