PRI
Prepared Retirement Institute’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Buy |
23,188
+1,140
| +5% | +$35.4K | 0.42% | 33 |
|
|
2025
Q1 | $662K | Sell |
22,048
-1,891
| -8% | -$56.7K | 0.42% | 32 |
|
|
2024
Q4 | $778K | Buy |
23,939
+4,813
| +25% | +$156K | 0.44% | 28 |
|
|
2024
Q3 | $616K | Buy |
19,126
+7,842
| +69% | +$253K | 0.37% | 31 |
|
|
2024
Q2 | $329K | Buy |
+11,284
| New | +$329K | 0.22% | 52 |
|