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SVALSVAL
9 quarters

Position history for Sanctuary Advisors, LLCSanctuary Advisors, LLC's holdings in ISHARES TR

Sanctuary Advisors, LLC holds 6,920 shares of SVAL (ISHARES TR), worth $289,155 as of 2026-Q2. SVAL represents 0.0% of Sanctuary Advisors, LLC's portfolio.

Current Value

$289,155

Current Shares

6,920

Total Value Change

-$7.3M

Total Shares Change

-251,095

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
6,920
0.0%
$289,1550.0%$41.79
0
2026-Q1
Increased
6,920
+1.2%
$248,6870.0%$37.37
23
2025-Q4
Decreased
6,835
-97.9%
$234,6460.0%$34.67
0
2025-Q3
New
325,806
-
$9.8M0.0%$33.06
38
2025-Q2
Exited
0
-100.0%
$00.0%$30.57
0
2025-Q1
Increased
318,918
+1.4%
$9.6M0.1%$29.29
28
2024-Q4
Increased
314,640
+12.3%
$10.5M0.1%$31.58
31
2024-Q3
Increased
280,297
+8.6%
$10M0.1%$31.13
30
2024-Q2
New
258,015
-
$7.5M0.1%$28.32
38

Other major holders of SVAL: Waverly Advisors, LLC, BANK OF AMERICA CORP /DE/, TRUIST FINANCIAL CORP

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