JO
FOVL

John Overdeck’s iShares Focused Value Factor ETF FOVL Stock Holding History

John Overdeck’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
Q2 		– Sell
-6,000
Closed -$418K – 3289
2025
Q1 		$418K Buy
+6,000
New +$429K ﹤0.01% 2595

Other funds holding FOVL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

John Overdeck's FOVL Position: Q2 2025 in Review

John Overdeck sold out of iShares Focused Value Factor ETF (FOVL) in Q2 2025, closing a stake of 6,000 shares — an estimated $418K sold.

John Overdeck first reported a position in FOVL in Q1 2025 and held it in 1 quarter. The position peaked at $418K in Q1 2025. 19 funds tracked by Wall St. Rank hold FOVL as of Q2 2025.

  • John Overdeck reported no remaining iShares Focused Value Factor ETF position as of Q2 2025 after selling out during the quarter.
  • John Overdeck sold 6,000 iShares Focused Value Factor ETF shares in Q2 2025, an estimated $418K.
  • John Overdeck first reported a position in iShares Focused Value Factor ETF in Q1 2025 and held it in 1 quarter.
  • John Overdeck's iShares Focused Value Factor ETF position peaked at $418K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held iShares Focused Value Factor ETF as of Q2 2025.

Based on Two Sigma Investments's 13F filing for Q2 2025, filed 14 Aug 2025.