Westside Investment Management’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Westside Investment 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
2026 Q2	$54.3K	Hold	1,300	–	–	0.01%	569
2026 Q1	$46.7K	Hold	1,300	–	–	0.01%	588
2025 Q4	$44.6K	Hold	1,300	–	–	0.01%	576
2025 Q3	$43.6K	Hold	1,300	–	–	0.01%	587
2025 Q2	$40.4K	Hold	1,300	–	–	0.01%	493
2025 Q1	$39K	Hold	1,300	–	–	0.01%	444
2024 Q4	$42.2K	Hold	1,300	–	–	0.01%	428
2024 Q3	$41.9K	Hold	1,300	–	–	0.01%	427
2024 Q2	$38K	Hold	1,300	–	–	0.01%	423
2024 Q1	$39.8K	Hold	1,300	–	–	0.01%	411
2023 Q4	$40K	Hold	1,300	–	–	0.01%	385
2023 Q3	$34.3K	Hold	1,300	–	–	0.01%	396
2023 Q2	$34.7K	Hold	1,300	–	–	0.01%	405
2023 Q1	$34.6K	Buy	1,300 +175	+16%	+$5.04K	0.01%	403
2022 Q4	$31	Buy	+1,125	New	+$32.1K	﹤0.01%	472

Other funds holding SVAL

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $235M AUM 16.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

GAA

Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

Westside Investment Management's SVAL Position: Q2 2026 in Review

Westside Investment Management held its iShares US Small Cap Value Factor ETF (SVAL) position steady in Q2 2026 at 1,300 shares worth $54.3K. The position accounts for 0.01% of the portfolio, ranked #569.

Westside Investment Management first reported a position in SVAL in Q4 2022 and has held it in 15 quarters since. 45 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

Westside Investment Management held 1,300 shares of iShares US Small Cap Value Factor ETF worth $54.3K as of Q2 2026.
Westside Investment Management left its iShares US Small Cap Value Factor ETF share count unchanged in Q2 2026.
iShares US Small Cap Value Factor ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #569 holding.
Westside Investment Management first reported a position in iShares US Small Cap Value Factor ETF in Q4 2022 and has held it in 15 quarters since.
45 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.