IFP Advisors’s iShares Focused Value Factor ETF FOVL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-151
| Closed | -$11.1K | – | 4937 |
|
|
2025
Q3 | $11.1K | Buy |
151
+50
| +50% | +$3.63K | ﹤0.01% | 2853 |
|
|
2025
Q2 | $7.26K | Buy |
+101
| New | +$6.93K | ﹤0.01% | 3111 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$5K | – | 3762 |
|
|
2022
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 3776 |
|
|
2022
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 4026 |
|
|
2022
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 3776 |
|
|
2022
Q1 | $5K | Buy |
+100
| New | +$5.91K | ﹤0.01% | 3776 |
|