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Colton Groome Financial Advisors’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Colton Groome Financial Advisors’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 		$214K Buy
+5,119
New +$202K 0.05% 160

Other funds holding SVAL

AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Colton Groome Financial Advisors's SVAL Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares US Small Cap Value Factor ETF (SVAL) in Q2 2026: 5,119 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings.

5 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

  • Colton Groome Financial Advisors held 5,119 shares of iShares US Small Cap Value Factor ETF worth $214K as of Q2 2026.
  • iShares US Small Cap Value Factor ETF was a new Colton Groome Financial Advisors position in Q2 2026.
  • iShares US Small Cap Value Factor ETF made up 0.05% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #160 holding.
  • 5 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.