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JFS Wealth Advisors’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

JFS Wealth Advisors’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
2022
Q3 		– Sell
-259
Closed -$7K – 1921
2022
Q2 		$7K Sell
259
-693
-73% -$19.9K ﹤0.01% 899
2022
Q1 		$29K Buy
+952
New +$29.8K ﹤0.01% 531

Other funds holding SVAL

WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JFS Wealth Advisors's SVAL Position: Q3 2022 in Review

JFS Wealth Advisors sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q3 2022, closing a stake of 259 shares — an estimated $7K sold.

JFS Wealth Advisors first reported a position in SVAL in Q1 2022 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 35 funds tracked by Wall St. Rank hold SVAL as of Q3 2022.

  • JFS Wealth Advisors reported no remaining iShares US Small Cap Value Factor ETF position as of Q3 2022 after selling out during the quarter.
  • JFS Wealth Advisors sold 259 iShares US Small Cap Value Factor ETF shares in Q3 2022, an estimated $7K.
  • JFS Wealth Advisors first reported a position in iShares US Small Cap Value Factor ETF in Q1 2022 and held it in 2 quarters.
  • JFS Wealth Advisors's iShares US Small Cap Value Factor ETF position peaked at $29K in Q1 2022.
  • 35 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q3 2022.

Based on JFS Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.