WE
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Wealth Effects’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Wealth Effects’s Portfolio SVAL Stock Details SVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,350
Closed -$286K – 223
2024
Q1 		$286K Hold
9,350
– – 0.11% 156
2023
Q4 		$288K Buy
+9,350
New +$288K 0.11% 159