Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Northwestern Mutual Wealth Management’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
Q3 		– Sell
-689
Closed -$21.4K – 4045
2025
Q2 		$21.4K Buy
+689
New +$20.3K ﹤0.01% 2550

Other funds holding SVAL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management's SVAL Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q3 2025, closing a stake of 689 shares — an estimated $21.4K sold.

Northwestern Mutual Wealth Management first reported a position in SVAL in Q2 2025 and held it in 1 quarter. The position peaked at $21.4K in Q2 2025. 40 funds tracked by Wall St. Rank hold SVAL as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining iShares US Small Cap Value Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 689 iShares US Small Cap Value Factor ETF shares in Q3 2025, an estimated $21.4K.
  • Northwestern Mutual Wealth Management first reported a position in iShares US Small Cap Value Factor ETF in Q2 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's iShares US Small Cap Value Factor ETF position peaked at $21.4K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.