Well Done LLC’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
|
|||||
|
2025
Q1 | $771K | Sell |
|
|||||
|
2024
Q4 | $804K | Hold |
|
|||||
|
2024
Q3 | $804K | Sell |
|
|||||
|
2024
Q2 | $762K | Sell |
|
|||||
|
2024
Q1 | $1.01M | Sell |
|
|||||
|
2023
Q4 | $7.96M | Sell |
|
|||||
|
2023
Q3 | $7.4M | Sell |
|
|||||
|
2023
Q2 | $8.41M | Sell |
|
|||||
|
2023
Q1 | $8.78M | Buy |
|
|||||
|
2022
Q4 | $8.95M | Buy |
|
|||||
|
2022
Q3 | $8.07M | Buy |
|
|||||
|
2022
Q2 | $8.23M | Buy |
|
|||||
|
2022
Q1 | $8.87M | Buy |
|