Back to COMMONWEALTH EQUITY SERVICES, LLC COMMONWEALTH EQUITY SERVICES, LLC

SVALSVAL
19 quarters

Position history for COMMONWEALTH EQUITY SERVICES, LLCCOMMONWEALTH EQUITY SERVICES, LLC's holdings in ISHARES TR

COMMONWEALTH EQUITY SERVICES, LLC holds 9,174 shares of SVAL (ISHARES TR), worth $383,350 as of 2026-Q2. The position was decreased (-8.4% shares). SVAL represents 0.0% of COMMONWEALTH EQUITY SERVICES, LLC's portfolio.

Current Value

$383,350

Current Shares

9,174

Total Value Change

+$13,350

Total Shares Change

-2,418

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9,174
-8.4%
$383,3500.0%$41.79
0
2026-Q1
Increased
10,013
+5.5%
$359,8600.0%$37.37
25
2025-Q4
Decreased
9,495
-15.4%
$325,9700.0%$34.67
0
2025-Q3
Increased
11,230
+0.1%
$376,0000.0%$33.06
24
2025-Q2
Decreased
11,223
-11.9%
$349,0000.0%$30.57
0
2025-Q1
Decreased
12,746
-0.6%
$382,0000.0%$29.29
0
2024-Q4
Decreased
12,820
-2.3%
$416,0000.0%$31.58
0
2024-Q3
Decreased
13,124
-7.8%
$423,0000.0%$31.13
0
2024-Q2
Increased
14,230
+1.7%
$416,0000.0%$28.32
24
2024-Q1
Decreased
13,996
-2.0%
$429,0000.0%$29.48
0
2023-Q4
Increased
14,283
+0.0%
$440,0000.0%$29.50
24
2023-Q3
Decreased
14,279
-3.0%
$377,0000.0%$25.12
0
2023-Q2
Increased
14,723
+0.0%
$393,0000.0%$25.33
24
2023-Q1
Decreased
14,717
-37.6%
$391,0000.0%$24.64
0
2022-Q4
Increased
23,579
+39.6%
$663,0000.0%$26.27
32
2022-Q3
Decreased
16,884
-85.7%
$433,0000.0%$24.04
0
2022-Q2
Increased
118,201
+15.9%
$3.2M0.0%$24.78
30
2022-Q1
Increased
101,984
+779.8%
$3.1M0.0%$28.54
43
2021-Q4
New
11,592
-
$370,0000.0%$29.20
33

Other major holders of SVAL: Waverly Advisors, LLC, Sanctuary Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used