Westside Investment Management’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$4.66K | 0.01% | 403 |
|
|
2022
Q4 | $31 | Buy |
+1,125
| New | +$31 | ﹤0.01% | 472 |
|