Integrated Wealth Concepts’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Integrated Wealth Concepts’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 Q2	–	Sell
2025 Q1	$335K	Buy
2024 Q4	$362K	Buy
2024 Q3	$351K	Buy
2024 Q2	$318K	Sell
2024 Q1	$500K	Sell
2023 Q4	$528K	Sell
2023 Q3	$491K	Buy
2023 Q2	$459K	Buy
2023 Q1	$447K	Buy
2022 Q4	$423K	Buy