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Glassman Wealth Services’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Glassman Wealth Services’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
2021
Q4 		– Sell
-300
Closed -$9K – 1903
2021
Q3 		$9K Buy
+300
New +$8.96K ﹤0.01% 801

Other funds holding SVAL

RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

Glassman Wealth Services's SVAL Position: Q4 2021 in Review

Glassman Wealth Services sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q4 2021, closing a stake of 300 shares — an estimated $9K sold.

Glassman Wealth Services first reported a position in SVAL in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 29 funds tracked by Wall St. Rank hold SVAL as of Q4 2021.

  • Glassman Wealth Services reported no remaining iShares US Small Cap Value Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 300 iShares US Small Cap Value Factor ETF shares in Q4 2021, an estimated $9K.
  • Glassman Wealth Services first reported a position in iShares US Small Cap Value Factor ETF in Q3 2021 and held it in 1 quarter.
  • Glassman Wealth Services's iShares US Small Cap Value Factor ETF position peaked at $9K in Q3 2021.
  • 29 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.