Winch Advisory Services, LLC
Position in SVAL — iShares US Small Cap Value Factor ETF
CIK 1585822
Appleton, WI
All Filings in SVAL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SVAL | $6,001 | 167 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 SVAL | $5,733 | 167 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 SVAL | $14,543 | 434 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 SVAL | $13,415 | 432 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 SVAL | $12,872 | 429 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 SVAL | $13,933 | 429 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||