Two Sigma Investments
SVAL icon

Two Sigma Investments’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Two Sigma Investments’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 		$1.3M Buy
+36,300
New +$1.33M ﹤0.01% 3056
2025
Q4 		– Sell
-8,900
Closed -$298K – 4466
2025
Q3 		$298K Sell
8,900
-24,400
-73% -$802K ﹤0.01% 3216
2025
Q2 		$1.03M Buy
33,300
+4,800
+17% +$141K ﹤0.01% 2223
2025
Q1 		$855K Hold
28,500
– – ﹤0.01% 2263
2024
Q4 		$926K Sell
28,500
-4,200
-13% -$141K ﹤0.01% 2225
2024
Q3 		$1.05M Buy
+32,700
New +$1.03M ﹤0.01% 2089

Other funds holding SVAL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PRI
Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $431M AUM 20.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return