OIA
FOVL

OneDigital Investment Advisors’s iShares Focused Value Factor ETF FOVL Stock Holding History

OneDigital Investment 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
Q1 		– Sell
-7,065
Closed -$494K – 1438
2024
Q4 		$494K Buy
+7,065
New +$503K 0.01% 895

Other funds holding FOVL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

OneDigital Investment Advisors's FOVL Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of iShares Focused Value Factor ETF (FOVL) in Q1 2025, closing a stake of 7,065 shares — an estimated $494K sold.

OneDigital Investment Advisors first reported a position in FOVL in Q4 2024 and held it in 1 quarter. The position peaked at $494K in Q4 2024. 17 funds tracked by Wall St. Rank hold FOVL as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining iShares Focused Value Factor ETF position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 7,065 iShares Focused Value Factor ETF shares in Q1 2025, an estimated $494K.
  • OneDigital Investment Advisors first reported a position in iShares Focused Value Factor ETF in Q4 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's iShares Focused Value Factor ETF position peaked at $494K in Q4 2024.
  • 17 funds tracked by Wall St. Rank held iShares Focused Value Factor ETF as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.