Envestnet Asset Management’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $784K | Buy |
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|
2024
Q4 | $797K | Sell |
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|
2024
Q3 | $911K | Sell |
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|
2024
Q2 | $844K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.23M | Buy |
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|
2023
Q3 | $988K | Buy |
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|
2023
Q2 | $990K | Buy |
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|
2023
Q1 | $950K | Buy |
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|
2022
Q4 | $703K | Buy |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $784K | Buy |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $298K | Buy |
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