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OpenArc Corporate Advisory’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

OpenArc Corporate 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
2026
Q2 		$468K Hold
11,204
– – 0.01% 507
2026
Q1 		$403K Buy
+11,204
New +$410K 0.01% 502

Other funds holding SVAL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

OpenArc Corporate Advisory's SVAL Position: Q2 2026 in Review

OpenArc Corporate Advisory held its iShares US Small Cap Value Factor ETF (SVAL) position steady in Q2 2026 at 11,204 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #507.

OpenArc Corporate Advisory first reported a position in SVAL in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

  • OpenArc Corporate Advisory held 11,204 shares of iShares US Small Cap Value Factor ETF worth $468K as of Q2 2026.
  • OpenArc Corporate Advisory left its iShares US Small Cap Value Factor ETF share count unchanged in Q2 2026.
  • iShares US Small Cap Value Factor ETF made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #507 holding.
  • OpenArc Corporate Advisory first reported a position in iShares US Small Cap Value Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.