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SVALSVAL
10 quarters

Position history for Private Advisor Group, LLCPrivate Advisor Group, LLC's holdings in ISHARES TR

Private Advisor Group, LLC holds 5,542 shares of SVAL (ISHARES TR), worth $231,559 as of 2026-Q2. This is a new position. SVAL represents 0.0% of Private Advisor Group, LLC's portfolio.

Current Value

$231,559

Current Shares

5,542

Total Value Change

+$24,872

Total Shares Change

-2,225

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
5,542
-
$231,5590.0%$41.79
32
2025-Q4
Exited
0
-100.0%
$00.0%$34.67
0
2025-Q3
Increased
15,901
+24.7%
$532,8320.0%$33.06
30
2025-Q2
Decreased
12,756
-0.2%
$396,1140.0%$30.57
0
2025-Q1
Increased
12,787
+4.0%
$383,6750.0%$29.29
25
2024-Q4
New
12,294
-
$399,3260.0%$31.58
33
2023-Q4
Exited
0
-100.0%
$00.0%$29.50
0
2023-Q3
Unchanged
7,782
0.0%
$205,4250.0%$25.12
0
2023-Q2
Increased
7,782
+0.2%
$207,7050.0%$25.33
23
2023-Q1
New
7,767
-
$206,6870.0%$24.64
32

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

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