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SVALSVAL
Showing 5 of 9 quarters

Position history for Cetera Investment AdvisersCetera Investment Advisers's holdings in ISHARES TR

Cetera Investment Advisers holds 6,012 shares of SVAL (ISHARES TR), worth $251,208 as of 2026-Q2. This is a new position. SVAL represents 0.0% of Cetera Investment Advisers's portfolio.

Current Value

$251,208

Current Shares

6,012

Total Value Change

+$1,207

Total Shares Change

-1,752

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
6,012
-
$251,2080.0%$41.79
32
2025-Q2
Exited
0
-100.0%
$00.0%$30.57
0
2025-Q1
Decreased
7,563
-31.9%
$226,9320.0%$29.29
0
2024-Q4
Increased
11,104
+43.0%
$360,6580.0%$31.58
32
2024-Q3
Increased
7,764
+2.8%
$250,0010.0%$31.13
24

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

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