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

Global Retirement Partners’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	$3.34K	Buy	+80	New	+$3.15K	﹤0.01%	3828
2025 Q4	$2.75K	Hold	80	–	–	﹤0.01%	3630
2025 Q3	$2.68K	Buy	80 +28	+54%	+$920	﹤0.01%	3216
2025 Q2	$1.61K	Buy	+52	New	+$1.53K	﹤0.01%	3316
2024 Q4	$2.48M	Buy	+76,247	New	+$2.56M	0.07%	264
2023 Q3	–	Sell	-235	Closed	-$6.27K	–	3334
2023 Q2	$6.27K	Hold	235	–	–	﹤0.01%	2117
2023 Q1	$5.75K	Buy	+235	New	+$6.76K	﹤0.01%	2118

Other funds holding SVAL

MCC

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

PRI

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

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Global Retirement Partners's SVAL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares US Small Cap Value Factor ETF (SVAL) in Q2 2026: 80 shares worth $3.34K. The stake represents ﹤0.01% of the portfolio and ranks #3828 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SVAL as recently as Q4 2025.

Global Retirement Partners first reported a position in SVAL in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.48M in Q4 2024. 45 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

Global Retirement Partners held 80 shares of iShares US Small Cap Value Factor ETF worth $3.34K as of Q2 2026.
iShares US Small Cap Value Factor ETF was a new Global Retirement Partners position in Q2 2026.
iShares US Small Cap Value Factor ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3828 holding.
Global Retirement Partners first reported a position in iShares US Small Cap Value Factor ETF in Q1 2023 and has held it in 7 quarters since.
Global Retirement Partners's iShares US Small Cap Value Factor ETF position peaked at $2.48M in Q4 2024.
45 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.