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 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 $1.81B AUM 21.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PRI

Prepared Retirement Institute Lansdale, Pennsylvania $202M AUM 12.94% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Westside Investment Management's SVAL Position: Q1 2026 in Review

Westside Investment Management held its iShares US Small Cap Value Factor ETF (SVAL) position steady in Q1 2026 at 1,300 shares worth $46.7K. The position accounts for 0.01% of the portfolio, ranked #588.

Westside Investment Management first reported a position in SVAL in Q4 2022 and has held it in 14 quarters since. 36 funds tracked by Wall St. Rank hold SVAL as of Q1 2026.

Westside Investment Management held 1,300 shares of iShares US Small Cap Value Factor ETF worth $46.7K as of Q1 2026.
Westside Investment Management left its iShares US Small Cap Value Factor ETF share count unchanged in Q1 2026.
iShares US Small Cap Value Factor ETF made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #588 holding.
Westside Investment Management first reported a position in iShares US Small Cap Value Factor ETF in Q4 2022 and has held it in 14 quarters since.
36 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.