Golden State Wealth Management’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Golden State Wealth Management’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
2025 Q4	–	Sell	-254	Closed	-$8.54K	–	1758
2025 Q3	$8.54K	Buy	254 +1	+0.4%	+$33	﹤0.01%	1137
2025 Q2	$7.87K	Buy	253 +2	+0.8%	+$59	﹤0.01%	1131
2025 Q1	$7.56K	Hold	251	–	–	﹤0.01%	1077
2024 Q4	$8.18K	Buy	+251	New	+$8.42K	﹤0.01%	1007

Other funds holding SVAL

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Golden State Wealth Management's SVAL Position: Q4 2025 in Review

Golden State Wealth Management sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q4 2025, closing a stake of 254 shares — an estimated $8.54K sold.

Golden State Wealth Management first reported a position in SVAL in Q4 2024 and held it in 4 quarters. The position peaked at $8.54K in Q3 2025. 30 funds tracked by Wall St. Rank hold SVAL as of Q4 2025.

Golden State Wealth Management reported no remaining iShares US Small Cap Value Factor ETF position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 254 iShares US Small Cap Value Factor ETF shares in Q4 2025, an estimated $8.54K.
Golden State Wealth Management first reported a position in iShares US Small Cap Value Factor ETF in Q4 2024 and held it in 4 quarters.
Golden State Wealth Management's iShares US Small Cap Value Factor ETF position peaked at $8.54K in Q3 2025.
30 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.