Goldman Sachs’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Goldman Sachs’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 Q1	–	Sell	-8,950	Closed	-$307K	–	6956
2025 Q4	$307K	Buy	+8,950	New	+$303K	﹤0.01%	5854
2025 Q3	–	Sell	-50,000	Closed	-$1.55M	–	6642
2025 Q2	$1.55M	Hold	50,000	–	–	﹤0.01%	4372
2025 Q1	$1.5M	Hold	50,000	–	–	﹤0.01%	4381
2024 Q4	$1.62M	Buy	+50,000	New	+$1.68M	﹤0.01%	4470
2024 Q3	–	Sell	-10,791	Closed	-$315K	–	6061
2024 Q2	$315K	Buy	+10,791	New	+$316K	﹤0.01%	5080
2023 Q2	–	Sell	-7,893	Closed	-$210K	–	6058
2023 Q1	$210K	Buy	+7,893	New	+$227K	﹤0.01%	5281
2021 Q3	–	Sell	-20,420	Closed	-$627K	–	6500
2021 Q2	$627K	Buy	+20,420	New	+$644K	﹤0.01%	5087

Other funds holding SVAL

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WDL

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

Goldman Sachs's SVAL Position: Q1 2026 in Review

Goldman Sachs sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q1 2026, closing a stake of 8,950 shares — an estimated $307K sold.

Goldman Sachs first reported a position in SVAL in Q2 2021 and held it in 7 quarters. The position peaked at $1.62M in Q4 2024. 36 funds tracked by Wall St. Rank hold SVAL as of Q1 2026.

Goldman Sachs reported no remaining iShares US Small Cap Value Factor ETF position as of Q1 2026 after selling out during the quarter.
Goldman Sachs sold 8,950 iShares US Small Cap Value Factor ETF shares in Q1 2026, an estimated $307K.
Goldman Sachs first reported a position in iShares US Small Cap Value Factor ETF in Q2 2021 and held it in 7 quarters.
Goldman Sachs's iShares US Small Cap Value Factor ETF position peaked at $1.62M in Q4 2024.
36 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.