Winch Advisory Services’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	$13.4K	Buy	432 +3	+0.7%	+$93	﹤0.01%	271
2025 Q1	$12.9K	Hold	429	–	–	﹤0.01%	263
2024 Q4	$13.9K	Buy	+429	New	+$13.9K	﹤0.01%	261