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Chicago Partners Investment Group’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Chicago Partners Investment Group’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
Q1 		$278K Buy
7,172
+23
+0.3% +$843 0.01% 1182
2025
Q4 		$262K Buy
7,149
+85
+1% +$2.88K 0.01% 1102
2025
Q3 		$238K Buy
7,064
+40
+0.6% +$1.31K 0.01% 1080
2025
Q2 		$230K Buy
7,024
+39
+0.6% +$1.15K 0.01% 974
2025
Q1 		$203K Buy
6,985
+3
+0% +$95 0.01% 864
2024
Q4 		$223K Hold
6,982
– – 0.01% 777
2024
Q3 		$223K Buy
6,982
+48
+0.7% +$1.51K 0.01% 720
2024
Q2 		$233K Buy
6,934
+51
+0.7% +$1.49K 0.01% 672
2024
Q1 		$203K Buy
6,883
+37
+0.5% +$1.09K 0.01% 695
2023
Q4 		$204K Buy
+6,846
New +$188K 0.01% 655
2023
Q1 		– Sell
-6,678
Closed -$205K – 687
2022
Q4 		$205K Sell
6,678
-412
-6% -$11.8K 0.01% 587
2022
Q3 		$207K Buy
7,090
+72
+1% +$2.03K 0.01% 528
2022
Q2 		$206K Buy
+7,018
New +$201K 0.01% 537

Other funds holding SVAL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Chicago Partners Investment Group's SVAL Position: Q1 2026 in Review

Chicago Partners Investment Group increased its iShares US Small Cap Value Factor ETF (SVAL) stake by 0.32% in Q1 2026, buying an estimated $843 and bringing the position to 7,172 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #1182.

Chicago Partners Investment Group first reported a position in SVAL in Q2 2022 and has held it in 13 quarters since. 36 funds tracked by Wall St. Rank hold SVAL as of Q1 2026.

  • Chicago Partners Investment Group held 7,172 shares of iShares US Small Cap Value Factor ETF worth $278K as of Q1 2026.
  • Chicago Partners Investment Group bought 23 iShares US Small Cap Value Factor ETF shares in Q1 2026, an estimated $843.
  • iShares US Small Cap Value Factor ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1182 holding.
  • Chicago Partners Investment Group first reported a position in iShares US Small Cap Value Factor ETF in Q2 2022 and has held it in 13 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.