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Spire Wealth Management’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Spire Wealth Management’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
2023
Q2 		– Sell
-500
Closed -$13.3K – 2532
2023
Q1 		$13.3K Buy
+500
New +$14.4K ﹤0.01% 1762

Other funds holding SVAL

WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Spire Wealth Management's SVAL Position: Q2 2023 in Review

Spire Wealth Management sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q2 2023, closing a stake of 500 shares — an estimated $13.3K sold.

Spire Wealth Management first reported a position in SVAL in Q1 2023 and held it in 1 quarter. The position peaked at $13.3K in Q1 2023. 27 funds tracked by Wall St. Rank hold SVAL as of Q2 2023.

  • Spire Wealth Management reported no remaining iShares US Small Cap Value Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 500 iShares US Small Cap Value Factor ETF shares in Q2 2023, an estimated $13.3K.
  • Spire Wealth Management first reported a position in iShares US Small Cap Value Factor ETF in Q1 2023 and held it in 1 quarter.
  • Spire Wealth Management's iShares US Small Cap Value Factor ETF position peaked at $13.3K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.