SVAL — ISHARES US SMALL CAP VALUE FACTOR ETF

Ownership history in Winch Advisory Services, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in ISHARES US SMALL CAP VALUE FACTOR ETF (SVAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 167 -267 -61.5% 0.00% $6K $34.22
2025 Q3 ADDED 434 +2 +0.5% 0.00% $15K $33.01
2025 Q2 ADDED 432 +3 +0.7% 0.00% $13K $30.41
2025 Q1 UNCHANGED 429 — 0% 0.00% $13K $29.22
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% of Fund (quarterly)    SVAL price (monthly, adj. close)

Other funds also holding SVAL

As of 2025 Q4 — sorted by position size

Global Assets Advisory, LLC 3Y 0.24% NovaPoint Capital, LLC 3Y 0.14% Well Done, LLC 3Y 7Y 0.09% TOCQUEVILLE ASSET MANAGEMENT L.P. 3Y 7Y 0.07% Westside Investment Management, Inc. 3Y 7Y 0.01% Chicago Partners Investment Group LLC 3Y 7Y 0.01% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0% Orion Porfolio Solutions, LLC 3Y 7Y 0.0% Mariner, LLC 3Y 7Y 0.0% Sanctuary Advisors, LLC 0.0%
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