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Worth Financial Advisory Group’s iShares US Small Cap Value Factor ETF SVAL Stock Holding History

Worth Financial Advisory Group’s Portfolio SVAL Stock Details SVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,230
Closed -$429K – 121
2022
Q4 		$429K Buy
+15,230
New +$429K 0.5% 55