Destiny Wealth Partners’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Destiny Wealth Partners’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
2023 Q1	–	Sell	-1,286	Closed	-$36.2K	–	589
2022 Q4	$36.2K	Sell	1,286 -6,903	-84%	-$197K	0.01%	332
2022 Q3	$210K	Hold	8,189	–	–	0.05%	178
2022 Q2	$219K	Buy	8,189 +2,349	+40%	+$67.4K	0.05%	169
2022 Q1	$179K	Buy	+5,840	New	+$183K	0.03%	169

Other funds holding SVAL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GAA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Destiny Wealth Partners's SVAL Position: Q1 2023 in Review

Destiny Wealth Partners sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q1 2023, closing a stake of 1,286 shares — an estimated $36.2K sold.

Destiny Wealth Partners first reported a position in SVAL in Q1 2022 and held it in 4 quarters. The position peaked at $219K in Q2 2022. 35 funds tracked by Wall St. Rank hold SVAL as of Q1 2023.

Destiny Wealth Partners reported no remaining iShares US Small Cap Value Factor ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 1,286 iShares US Small Cap Value Factor ETF shares in Q1 2023, an estimated $36.2K.
Destiny Wealth Partners first reported a position in iShares US Small Cap Value Factor ETF in Q1 2022 and held it in 4 quarters.
Destiny Wealth Partners's iShares US Small Cap Value Factor ETF position peaked at $219K in Q2 2022.
35 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.