NWAG
Net Worth Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
52,571
+47,230
| +884% | +$9.23M | 2.28% | 9 |
|
|
2025
Q1 | $1.02M | Buy |
5,341
+101
| +2% | +$19.2K | 0.32% | 50 |
|
|
2024
Q4 | $1M | Sell |
5,240
-164
| -3% | -$31.3K | 0.3% | 55 |
|
|
2024
Q3 | $1.07M | Buy |
+5,404
| New | +$1.07M | 0.32% | 50 |
|