Morgan Stanley’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $218K | Sell |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $443K | Buy |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q2 | $66.5K | Hold |
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|
2023
Q1 | $66.3K | Buy |
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|
2022
Q4 | $62.5K | Hold |
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|
2022
Q3 | $57K | Sell |
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|
2022
Q2 | $61K | Hold |
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|
2022
Q1 | $70K | Buy |
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|
2021
Q4 | $9K | Buy |
|