Prepared Retirement Institute’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Prepared Retirement Institute’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 Q2	$720K	Buy
2025 Q1	$662K	Sell
2024 Q4	$778K	Buy
2024 Q3	$616K	Buy
2024 Q2	$329K	Buy