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Wealthcare Advisory Partners’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-750
Closed -$23K – 1711
2021
Q1 		$23K Buy
+750
New +$21.4K ﹤0.01% 1157

Other funds holding SVAL

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CPA
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BWM
BT Wealth Management Atlanta, Georgia $356M AUM 9.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Wealthcare Advisory Partners's SVAL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares US Small Cap Value Factor ETF (SVAL) in Q2 2021, closing a stake of 750 shares — an estimated $23K sold.

Wealthcare Advisory Partners first reported a position in SVAL in Q1 2021 and held it in 1 quarter. The position peaked at $23K in Q1 2021. 24 funds tracked by Wall St. Rank hold SVAL as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining iShares US Small Cap Value Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 750 iShares US Small Cap Value Factor ETF shares in Q2 2021, an estimated $23K.
  • Wealthcare Advisory Partners first reported a position in iShares US Small Cap Value Factor ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iShares US Small Cap Value Factor ETF position peaked at $23K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.