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

NovaPoint Capital’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
2026
Q1 		$596K Buy
16,571
+1,174
+8% +$43K 0.15% 74
2025
Q4 		$529K Buy
15,397
+2,407
+19% +$81.4K 0.14% 74
2025
Q3 		$435K Buy
12,990
+2,232
+21% +$73.3K 0.11% 100
2025
Q2 		$334K Buy
10,758
+1,973
+22% +$58.1K 0.1% 75
2025
Q1 		$264K Buy
+8,785
New +$279K 0.08% 126

Other funds holding SVAL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

NovaPoint Capital's SVAL Position: Q1 2026 in Review

NovaPoint Capital increased its iShares US Small Cap Value Factor ETF (SVAL) stake by 7.6% in Q1 2026, buying an estimated $43K and bringing the position to 16,571 shares worth $596K. The position accounts for 0.15% of the portfolio, ranked #74.

NovaPoint Capital first reported a position in SVAL in Q1 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold SVAL as of Q1 2026.

  • NovaPoint Capital held 16,571 shares of iShares US Small Cap Value Factor ETF worth $596K as of Q1 2026.
  • NovaPoint Capital bought 1,174 iShares US Small Cap Value Factor ETF shares in Q1 2026, an estimated $43K.
  • iShares US Small Cap Value Factor ETF made up 0.15% of NovaPoint Capital's portfolio in Q1 2026, its #74 holding.
  • NovaPoint Capital first reported a position in iShares US Small Cap Value Factor ETF in Q1 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q1 2026.

Based on NovaPoint Capital's 13F filing for Q1 2026, filed 6 May 2026.