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NIA Impact Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

NIA Impact Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,374
Closed -$262K – 109
2024
Q4 		$262K Hold
1,374
– – 0.09% 102
2024
Q3 		$271K Hold
1,374
– – 0.09% 94
2024
Q2 		$250K Buy
+1,374
New +$250K 0.09% 95