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SVAL

iShares US Small Cap Value Factor ETF
1W: +1.1% 1M: +3.0% 3M: +9.2% YTD: +23.9% 1Y: +35.1% 3Y: +59.1% 5Y: +67.3%
$43.07
+0.41 (+0.95%)
 
Weekly Expected Move ±1.6%
$41 $42 $42 $43 $44
ETF CBOE · AUM $202.4M
Key Statistics
AUM$202M
Holdings236
Top 10 Wt9.0%
Volume30,582
Avg Volume15,136
Beta1.00
Portfolio Fundamentals
P/E19.1
P/B1.8
Div Yield1.52%
ROE8.1%
% Profitable79%
Inception2020-10-29
Sector Allocation
Financial Services 23.6%
Industrials 16.2%
Consumer Cyclical 12.3%
Technology 12.0%
Healthcare 10.2%
Energy 7.4%
+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 KAISER ALUMINIUM CORP KALU 0.83% $1.5M 8,534
7 ENERSYS ENS 0.83% $1.5M 6,474
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 ADEIA INC ADEA 0.76% $1.4M 44,190

Recent Holding Changes

Date Holding Change Details
2026-05-12 EFOR Removed
2026-05-12 ASGN New
2026-05-05 APOG Changed 15506 → 15182
2026-05-05 EQBK Changed 16747 → 16399
2026-05-05 VTS Changed 25661 → 25127

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