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Insigneo Advisory Services’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Insigneo Advisory 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
2025
Q4 		– Sell
-7,927
Closed -$266K – 837
2025
Q3 		$266K Buy
+7,927
New +$260K 0.02% 542

Other funds holding SVAL

TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
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
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

Insigneo Advisory Services's SVAL Position: Q4 2025 in Review

Insigneo Advisory Services sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q4 2025, closing a stake of 7,927 shares — an estimated $266K sold.

Insigneo Advisory Services first reported a position in SVAL in Q3 2025 and held it in 1 quarter. The position peaked at $266K in Q3 2025. 30 funds tracked by Wall St. Rank hold SVAL as of Q4 2025.

  • Insigneo Advisory Services reported no remaining iShares US Small Cap Value Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 7,927 iShares US Small Cap Value Factor ETF shares in Q4 2025, an estimated $266K.
  • Insigneo Advisory Services first reported a position in iShares US Small Cap Value Factor ETF in Q3 2025 and held it in 1 quarter.
  • Insigneo Advisory Services's iShares US Small Cap Value Factor ETF position peaked at $266K in Q3 2025.
  • 30 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.