Global Retirement Partners’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.62K	Buy	+52	New	+$1.62K	﹤0.01%	3311
2024 Q4	$2.48M	Buy	+76,247	New	+$2.48M	0.07%	264
2023 Q3	–	Sell	-235	Closed	-$6.27K	–	3331
2023 Q2	$6.27K	Hold	235	–	–	﹤0.01%	2116
2023 Q1	$5.76K	Buy	+235	New	+$5.76K	﹤0.01%	2115