SignatureFD
SVAL icon

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

SignatureFD’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
2021
Q3 		– Sell
-101
Closed -$3K – 3204
2021
Q2 		$3K Buy
+101
New +$3.19K ﹤0.01% 2490

Other funds holding SVAL

Requisite Capital Management
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Capital Planning Advisors
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
BT Wealth Management
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SignatureFD's SVAL Position: Q3 2021 in Review

SignatureFD sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q3 2021, closing a stake of 101 shares — an estimated $3K sold.

SignatureFD first reported a position in SVAL in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 21 funds tracked by Wall St. Rank hold SVAL as of Q3 2021.

  • SignatureFD reported no remaining iShares US Small Cap Value Factor ETF position as of Q3 2021 after selling out during the quarter.
  • SignatureFD sold 101 iShares US Small Cap Value Factor ETF shares in Q3 2021, an estimated $3K.
  • SignatureFD first reported a position in iShares US Small Cap Value Factor ETF in Q2 2021 and held it in 1 quarter.
  • SignatureFD's iShares US Small Cap Value Factor ETF position peaked at $3K in Q2 2021.
  • 21 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q3 2021.

Based on SignatureFD's 13F filing for Q3 2021, filed 28 Oct 2021.