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SVAL

iShares US Small Cap Value Factor ETF
1W: +0.7% 1M: +1.6% 3M: +3.2% YTD: +14.6% 1Y: +31.9% 3Y: +72.7% 5Y: +36.2%
$39.69
+0.25 (+0.63%)
 
Weekly Expected Move ±2.0%
$37 $38 $39 $39 $40
ETF CBOE · AUM $186.6M
Key Statistics
AUM$187M
Holdings236
Top 10 Wt9.0%
Volume11,125
Avg Volume14,108
Beta1.09
Portfolio Fundamentals
P/E18.7
P/B1.8
Div Yield1.56%
ROE7.9%
% Profitable80%
Inception2020-10-29
Sector Allocation
Financial Services 23.2%
Industrials 15.2%
Consumer Cyclical 12.9%
Technology 12.2%
Healthcare 10.2%
Energy 8.3%
+6 more
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 ULTRA CLEAN HOLDINGS INC UCTT 1.28% $2.4M 27,670
2 BANDWIDTH INC CLASS A BAND 1.20% $2.2M 44,377
3 PHOTRONICS INC PLAB 0.87% $1.6M 29,317
4 CONSTELLIUM SE CLASS A CSTM 0.85% $1.6M 45,867
5 VISHAY PRECISION GROUP INC VPG 0.84% $1.6M 23,385
6 ENERSYS ENS 0.83% $1.5M 6,474
7 KAISER ALUMINIUM CORP KALU 0.83% $1.5M 8,534
8 TETRA TECHNOLOGIES INC TTI 0.78% $1.4M 141,407
9 BLK CSH FND TREASURY SL AGENCY 0.77% $1.4M 1,430,097
10 NWPX INFRASTRUCTURE INC NWPX 0.76% $1.4M 12,548

Recent Holding Changes

Date Holding Change Details
2026-05-12 ASGN New
2026-05-12 EFOR Removed
2026-05-05 LIVN Changed 12041 → 11791
2026-05-05 KE Changed 23967 → 23467
2026-05-05 AVNT Changed 18148 → 17770

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms