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

Nordwand Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$590K	Buy
2025 Q1	$515K	Hold
2024 Q4	$515K	Hold
2024 Q3	$532K	Hold
2024 Q2	$491K	Hold
2024 Q1	$504K	Hold
2023 Q4	$470K	Hold
2023 Q3	$415K	Hold
2023 Q2	$435K	Sell
2023 Q1	$460K	Buy