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 Q2	$7.02K	Buy	168 +1	+0.6%	+$39	﹤0.01%	366
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 $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

Winch Advisory Services's SVAL Position: Q2 2026 in Review

Winch Advisory Services increased its iShares US Small Cap Value Factor ETF (SVAL) stake by 0.6% in Q2 2026, buying an estimated $39 and bringing the position to 168 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Winch Advisory Services first reported a position in SVAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.5K in Q3 2025. 45 funds tracked by Wall St. Rank hold SVAL as of Q2 2026.

Winch Advisory Services held 168 shares of iShares US Small Cap Value Factor ETF worth $7.02K as of Q2 2026.
Winch Advisory Services bought 1 iShares US Small Cap Value Factor ETF share in Q2 2026, an estimated $39.
iShares US Small Cap Value Factor ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #366 holding.
Winch Advisory Services first reported a position in iShares US Small Cap Value Factor ETF in Q4 2024 and has held it in 7 quarters since.
Winch Advisory Services's iShares US Small Cap Value Factor ETF position peaked at $14.5K in Q3 2025.
45 funds tracked by Wall St. Rank held iShares US Small Cap Value Factor ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.