AIP
FOVL

Ahrens Investment Partners’s iShares Focused Value Factor ETF FOVL Stock Holding History

Ahrens Investment Partners’s Portfolio FOVL Stock Details FOVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Hold
0
– – – 1015
2022
Q3 		– Sell
-6
Closed – – 434
2022
Q2 		$0 Sell
6
-54,734
-100% -$2.96M ﹤0.01% 997
2022
Q1 		$3.21M Buy
+54,740
New +$3.24M 1.01% 28

Other funds holding FOVL

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DIA
Dana Investment Advisors Waukesha, Wisconsin $3.35B AUM 29.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ahrens Investment Partners's FOVL Position: Q1 2023 in Review

Ahrens Investment Partners held its iShares Focused Value Factor ETF (FOVL) position steady in Q1 2023 at 0 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

Ahrens Investment Partners first reported a position in FOVL in Q1 2022 and has held it in 2 quarters since. The position peaked at $3.21M in Q1 2022. 14 funds tracked by Wall St. Rank hold FOVL as of Q1 2023.

  • Ahrens Investment Partners held 0 shares of iShares Focused Value Factor ETF worth $10 as of Q1 2023.
  • Ahrens Investment Partners left its iShares Focused Value Factor ETF share count unchanged in Q1 2023.
  • iShares Focused Value Factor ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #1015 holding.
  • Ahrens Investment Partners first reported a position in iShares Focused Value Factor ETF in Q1 2022 and has held it in 2 quarters since.
  • Ahrens Investment Partners's iShares Focused Value Factor ETF position peaked at $3.21M in Q1 2022.
  • 14 funds tracked by Wall St. Rank held iShares Focused Value Factor ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.