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 Q3	$212K	Hold	5,119	–	–	0.05%	152
2026 Q2	$214K	Buy	+5,119	New	+$202K	0.05%	160

Other funds holding SVAL

BASWMI

B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Colton Groome Financial Advisors's SVAL Position: Q3 2026 in Review

Colton Groome Financial Advisors held its iShares US Small Cap Value Factor ETF (SVAL) position steady in Q3 2026 at 5,119 shares worth $212K. The position accounts for 0.05% of the portfolio, ranked #152.

Colton Groome Financial Advisors first reported a position in SVAL in Q2 2026 and has held it in 2 quarters since. The position peaked at $214K in Q2 2026. 4 funds tracked by Wall St. Rank hold SVAL as of Q3 2026.

Colton Groome Financial Advisors held 5,119 shares of iShares US Small Cap Value Factor ETF worth $212K as of Q3 2026.
Colton Groome Financial Advisors left its iShares US Small Cap Value Factor ETF share count unchanged in Q3 2026.
iShares US Small Cap Value Factor ETF made up 0.05% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #152 holding.
Colton Groome Financial Advisors first reported a position in iShares US Small Cap Value Factor ETF in Q2 2026 and has held it in 2 quarters since.
Colton Groome Financial Advisors's iShares US Small Cap Value Factor ETF position peaked at $214K in Q2 2026.
4 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.