BFC Planning, Inc.’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

BFC Planning, Inc.’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	$2.45M	Sell	58,557 -36,979	-39%	-$1.46M	0.1%	208
2026 Q1	$3.43M	Buy	95,536 +29,175	+44%	+$1.07M	0.15%	138
2025 Q4	$2.28M	Buy	66,361 +37,354	+129%	+$1.26M	0.1%	192
2025 Q3	$972K	Sell	29,007 -6,756	-19%	-$222K	0.07%	235
2025 Q2	$1.11M	Buy	35,763 +2,606	+8%	+$76.7K	0.09%	205
2025 Q1	$995K	Sell	33,157 -1,400	-4%	-$44.5K	0.09%	202
2024 Q4	$1.12M	Buy	+34,557	New	+$1.16M	0.09%	187

Other funds holding SVAL

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

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

Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

BFC Planning, Inc.'s SVAL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its iShares US Small Cap Value Factor ETF (SVAL) stake by 39% in Q2 2026, selling an estimated $1.46M and leaving 58,557 shares worth $2.45M. The position accounts for 0.1% of the portfolio, ranked #208.

BFC Planning, Inc. first reported a position in SVAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.43M in Q1 2026. 45 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

BFC Planning, Inc. held 58,557 shares of iShares US Small Cap Value Factor ETF worth $2.45M as of Q2 2026.
BFC Planning, Inc. sold 36,979 iShares US Small Cap Value Factor ETF shares in Q2 2026, an estimated $1.46M.
iShares US Small Cap Value Factor ETF made up 0.1% of BFC Planning, Inc.'s portfolio in Q2 2026, its #208 holding.
BFC Planning, Inc. first reported a position in iShares US Small Cap Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s iShares US Small Cap Value Factor ETF position peaked at $3.43M in Q1 2026.
45 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.