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Winch Advisory Services’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Winch Advisory Services’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 		$6.02K Hold
167
– – ﹤0.01% 355
2025
Q4 		$5.73K Sell
167
-267
-62% -$9.03K ﹤0.01% 354
2025
Q3 		$14.5K Buy
434
+2
+0.5% +$66 ﹤0.01% 269
2025
Q2 		$13.4K Buy
432
+3
+0.7% +$88 ﹤0.01% 271
2025
Q1 		$12.9K Hold
429
– – ﹤0.01% 263
2024
Q4 		$13.9K Buy
+429
New +$14.4K ﹤0.01% 261

Other funds holding SVAL

MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Bank of America
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
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
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
Citadel Advisors
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

Winch Advisory Services's SVAL Position: Q1 2026 in Review

Winch Advisory Services held its iShares US Small Cap Value Factor ETF (SVAL) position steady in Q1 2026 at 167 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Winch Advisory Services first reported a position in SVAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $14.5K in Q3 2025. 36 funds tracked by Wall St. Rank hold SVAL as of Q1 2026.

  • Winch Advisory Services held 167 shares of iShares US Small Cap Value Factor ETF worth $6.02K as of Q1 2026.
  • Winch Advisory Services 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 Winch Advisory Services's portfolio in Q1 2026, its #355 holding.
  • Winch Advisory Services first reported a position in iShares US Small Cap Value Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Winch Advisory Services's iShares US Small Cap Value Factor ETF position peaked at $14.5K in Q3 2025.
  • 36 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.