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Financial Network Wealth Advisors’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Financial Network Wealth 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
2024
Q4 		– Sell
-1,000
Closed -$32.2K – 806
2024
Q3 		$32.2K Buy
+1,000
New +$31.5K 0.03% 322

Other funds holding SVAL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Financial Network Wealth Advisors's SVAL Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q4 2024, closing a stake of 1,000 shares — an estimated $32.2K sold.

Financial Network Wealth Advisors first reported a position in SVAL in Q3 2024 and held it in 1 quarter. The position peaked at $32.2K in Q3 2024. 40 funds tracked by Wall St. Rank hold SVAL as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining iShares US Small Cap Value Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 1,000 iShares US Small Cap Value Factor ETF shares in Q4 2024, an estimated $32.2K.
  • Financial Network Wealth Advisors first reported a position in iShares US Small Cap Value Factor ETF in Q3 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's iShares US Small Cap Value Factor ETF position peaked at $32.2K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.