Kovitz Investment Group Partners
FVAL icon

Kovitz Investment Group Partners’s Fidelity Value Factor ETF FVAL Stock Holding History

Kovitz Investment Group Partners’s Portfolio FVAL Stock Details FVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,400
Closed -$234K – 777
2025
Q3 		$234K Sell
3,400
-100
-3% -$6.63K ﹤0.01% 1296
2025
Q2 		$224K Buy
+3,500
New +$209K ﹤0.01% 1241

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