B.A. Schrock Wealth Management Inc. Makes New $2.49 Million Investment in iShares US Small Cap Value Factor ETF $SVAL

B.A. Schrock Wealth Management Inc. bought a new position in shares of iShares US Small Cap Value Factor ETF (BATS:SVAL) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 59,666 shares of the company’s stock, valued at approximately $2,489,000.

Other large investors have also recently bought and sold shares of the company. Citadel Advisors LLC raised its stake in iShares US Small Cap Value Factor ETF by 50.5% in the second quarter. Citadel Advisors LLC now owns 41,747 shares of the company’s stock valued at $1,744,000 after buying an additional 14,006 shares in the last quarter. Bank of America Corp DE lifted its holdings in iShares US Small Cap Value Factor ETF by 22.8% during the 1st quarter. Bank of America Corp DE now owns 158,826 shares of the company’s stock worth $5,708,000 after buying an additional 29,540 shares during the last quarter. Money Concepts Capital Corp purchased a new stake in iShares US Small Cap Value Factor ETF during the 1st quarter worth about $98,939,000. Apeiron RIA LLC acquired a new position in shares of iShares US Small Cap Value Factor ETF during the 1st quarter worth about $1,082,000. Finally, NovaPoint Capital LLC boosted its position in shares of iShares US Small Cap Value Factor ETF by 7.6% during the 1st quarter. NovaPoint Capital LLC now owns 16,571 shares of the company’s stock worth $596,000 after acquiring an additional 1,174 shares in the last quarter.

iShares US Small Cap Value Factor ETF Stock Performance

SVAL opened at $41.95 on Thursday. iShares US Small Cap Value Factor ETF has a one year low of $31.96 and a one year high of $44.28. The company has a market cap of $178.29 million, a P/E ratio of 12.43 and a beta of 1.05. The business’s 50-day simple moving average is $42.88 and its 200-day simple moving average is $41.09.

iShares US Small Cap Value Factor ETF Company 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.