Creative Financial Designs’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Creative Financial Designs’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	$2.63K	Hold	63	–	–	﹤0.01%	1855
2026 Q1	$2.26K	Sell	63 -33	-34%	-$1.21K	﹤0.01%	1752
2025 Q4	$3.29K	Buy	96 +1	+1%	+$34	﹤0.01%	1607
2025 Q3	$3.2K	Hold	95	–	–	﹤0.01%	1627
2025 Q2	$2.96K	Sell	95 -17	-15%	-$500	﹤0.01%	1620
2025 Q1	$3.37K	Hold	112	–	–	﹤0.01%	1572
2024 Q4	$3.64K	Hold	112	–	–	﹤0.01%	1487
2024 Q3	$3.61K	Hold	112	–	–	﹤0.01%	1446
2024 Q2	$3.27K	Buy	112 +1	+0.9%	+$29	﹤0.01%	1407
2024 Q1	$3.41K	Hold	111	–	–	﹤0.01%	1394
2023 Q4	$3.42K	Hold	111	–	–	﹤0.01%	1335
2023 Q3	$2.92K	Hold	111	–	–	﹤0.01%	1276
2023 Q2	$2.95K	Buy	111 +1	+0.9%	+$26	﹤0.01%	1260
2023 Q1	$2.94K	Hold	110	–	–	﹤0.01%	1211
2022 Q4	$3.1K	Hold	110	–	–	﹤0.01%	1111
2022 Q3	$3K	Buy	110 +1	+0.9%	+$28	﹤0.01%	1137
2022 Q2	$3K	Hold	109	–	–	﹤0.01%	1094
2022 Q1	$3K	Buy	+109	New	+$3.41K	﹤0.01%	1138

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

Creative Financial Designs's SVAL Position: Q2 2026 in Review

Creative Financial Designs held its iShares US Small Cap Value Factor ETF (SVAL) position steady in Q2 2026 at 63 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Creative Financial Designs first reported a position in SVAL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.64K in Q4 2024. 45 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

Creative Financial Designs held 63 shares of iShares US Small Cap Value Factor ETF worth $2.63K as of Q2 2026.
Creative Financial Designs left its iShares US Small Cap Value Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Value Factor ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1855 holding.
Creative Financial Designs first reported a position in iShares US Small Cap Value Factor ETF in Q1 2022 and has held it in 18 quarters since.
Creative Financial Designs's iShares US Small Cap Value Factor ETF position peaked at $3.64K in Q4 2024.
45 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.