AWA
FOVL

Arkadios Wealth Advisors’s iShares Focused Value Factor ETF FOVL Stock Holding History

Arkadios Wealth Advisors’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
2025
Q3 		– Sell
-5,026
Closed -$362K – 1488
2025
Q2 		$362K Buy
5,026
+718
+17% +$49.3K 0.01% 979
2025
Q1 		$300K Buy
4,308
+548
+15% +$39.2K 0.01% 907
2024
Q4 		$263K Buy
3,760
+294
+8% +$21K 0.01% 770
2024
Q3 		$236K Buy
3,466
+57
+2% +$3.65K 0.01% 788
2024
Q2 		$205K Buy
+3,409
New +$206K 0.01% 760

Other funds holding FOVL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return