Well Done LLC Lowers Stock Position in iShares US Small Cap Value Factor ETF (BATS:SVAL)

Well Done LLC trimmed its holdings in shares of iShares US Small Cap Value Factor ETF (BATS:SVAL) by 4.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,954 shares of the company’s stock after selling 1,137 shares during the quarter. Well Done LLC owned approximately 1.02% of iShares US Small Cap Value Factor ETF worth $804,000 as of its most recent SEC filing.

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

iShares US Small Cap Value Factor ETF Stock Performance

Shares of SVAL stock traded up $0.06 during trading hours on Friday, reaching $33.29. 11,697 shares of the company’s stock were exchanged. The business’s 50-day simple moving average is $31.83 and its 200 day simple moving average is $30.54. The firm has a market cap of $81.56 million, a P/E ratio of 9.52 and a beta of 1.03.

iShares US Small Cap Value Factor ETF Profile

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.