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Money Concepts Capital’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Money Concepts Capital’s Portfolio SVAL Stock Details SVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$70.2M Buy
2,259,905
+65,578
+3% +$2.04M 4.69% 2
2025
Q1 		$65.8M Buy
2,194,327
+54,219
+3% +$1.63M 4.93% 2
2024
Q4 		$69.5M Buy
2,140,108
+120,001
+6% +$3.9M 5.17% 1
2024
Q3 		$65M Buy
+2,020,107
New +$65M 4.94% 1