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Lynx Investment Advisory’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Lynx Investment Advisory’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
2024
Q3 		– Sell
-3,182
Closed -$92.9K – 692
2024
Q2 		$92.9K Buy
+3,182
New +$93.1K 0.07% 185

Other funds holding SVAL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Lynx Investment Advisory's SVAL Position: Q3 2024 in Review

Lynx Investment Advisory sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q3 2024, closing a stake of 3,182 shares — an estimated $92.9K sold.

Lynx Investment Advisory first reported a position in SVAL in Q2 2024 and held it in 1 quarter. The position peaked at $92.9K in Q2 2024. 31 funds tracked by Wall St. Rank hold SVAL as of Q3 2024.

  • Lynx Investment Advisory reported no remaining iShares US Small Cap Value Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 3,182 iShares US Small Cap Value Factor ETF shares in Q3 2024, an estimated $92.9K.
  • Lynx Investment Advisory first reported a position in iShares US Small Cap Value Factor ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's iShares US Small Cap Value Factor ETF position peaked at $92.9K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.