Federated Hermes
SVAL icon

Federated Hermes’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Federated Hermes’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
2022
Q4 		– Sell
-300
Closed -$8K – 2277
2022
Q3 		$8K Buy
+300
New +$8.46K ﹤0.01% 1856

Other funds holding SVAL

WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
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
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Federated Hermes's SVAL Position: Q4 2022 in Review

Federated Hermes sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q4 2022, closing a stake of 300 shares — an estimated $8K sold.

Federated Hermes first reported a position in SVAL in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 39 funds tracked by Wall St. Rank hold SVAL as of Q4 2022.

  • Federated Hermes reported no remaining iShares US Small Cap Value Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Federated Hermes sold 300 iShares US Small Cap Value Factor ETF shares in Q4 2022, an estimated $8K.
  • Federated Hermes first reported a position in iShares US Small Cap Value Factor ETF in Q3 2022 and held it in 1 quarter.
  • Federated Hermes's iShares US Small Cap Value Factor ETF position peaked at $8K in Q3 2022.
  • 39 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q4 2022.

Based on Federated Hermes's 13F filing for Q4 2022, filed 13 Feb 2023.