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 Q1	$403K	Buy	+11,204	New	+$410K	0.01%	502

Other funds holding SVAL

MCC

Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return

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 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 New York $124B AUM 33.93% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

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

OpenArc Corporate Advisory's SVAL Position: Q1 2026 in Review

OpenArc Corporate Advisory opened a new position in iShares US Small Cap Value Factor ETF (SVAL) in Q1 2026: 11,204 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings.

36 funds tracked by Wall St. Rank hold SVAL as of Q1 2026.

OpenArc Corporate Advisory held 11,204 shares of iShares US Small Cap Value Factor ETF worth $403K as of Q1 2026.
iShares US Small Cap Value Factor ETF was a new OpenArc Corporate Advisory position in Q1 2026.
iShares US Small Cap Value Factor ETF made up 0.01% of OpenArc Corporate Advisory's portfolio in Q1 2026, its #502 holding.
36 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q1 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q1 2026, filed 11 May 2026.