Well Done LLC Trims Stake in iShares US Small Cap Value Factor ETF (BATS:SVAL)

Well Done LLC cut its stake in shares of iShares US Small Cap Value Factor ETF (BATS:SVAL) by 4.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 24,954 shares of the company’s stock after selling 1,137 shares during the quarter. Well Done LLC’s holdings in iShares US Small Cap Value Factor ETF were worth $804,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of SVAL. Global Assets Advisory LLC grew its holdings in iShares US Small Cap Value Factor ETF by 2,243.6% during the 1st quarter. Global Assets Advisory LLC now owns 577,843 shares of the company’s stock worth $19,071,000 after acquiring an additional 553,187 shares in the last quarter. Lynx Investment Advisory bought a new stake in shares of iShares US Small Cap Value Factor ETF in the 2nd quarter valued at about $93,000. EWG Elevate Inc. grew its position in shares of iShares US Small Cap Value Factor ETF by 7.8% in the 2nd quarter. EWG Elevate Inc. now owns 39,650 shares of the company’s stock worth $1,158,000 after buying an additional 2,852 shares during the last quarter. International Assets Investment Management LLC bought a new position in shares of iShares US Small Cap Value Factor ETF during the 2nd quarter worth approximately $160,000. Finally, Sanctuary Advisors LLC purchased a new stake in iShares US Small Cap Value Factor ETF during the second quarter valued at approximately $7,542,000.

iShares US Small Cap Value Factor ETF Stock Performance

BATS SVAL traded up $0.06 on Friday, hitting $33.29. The stock had a trading volume of 11,697 shares. The business has a 50-day moving average of $31.83 and a two-hundred day moving average of $30.54. The company has a market capitalization of $81.56 million, a PE ratio of 9.52 and a beta of 1.03.

About iShares US Small Cap Value Factor ETF

The iShares US Small Cap Value Factor ETF (SVAL) is an exchange-traded fund that is based on the Russell 2000 Focused Value Select index. The fund tracks an equally-weighted index of small-cap value companies selected by multiple factors. SVAL was launched on Oct 27, 2020 and is managed by BlackRock.