NA
Nordwand Advisors’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 | $590K | Buy |
3,021
+321
| +12% | +$62.7K | 0.09% | 106 |
|
|
2025
Q1 | $515K | Hold |
2,700
| – | – | 0.19% | 20 |
|
|
2024
Q4 | $515K | Hold |
2,700
| – | – | 0.21% | 17 |
|
|
2024
Q3 | $532K | Hold |
2,700
| – | – | 0.14% | 15 |
|
|
2024
Q2 | $491K | Hold |
2,700
| – | – | 0.21% | 15 |
|
|
2024
Q1 | $504K | Hold |
2,700
| – | – | 0.2% | 37 |
|
|
2023
Q4 | $470K | Hold |
2,700
| – | – | 0.12% | 35 |
|
|
2023
Q3 | $415K | Hold |
2,700
| – | – | 0.08% | 33 |
|
|
2023
Q2 | $435K | Sell |
2,700
-328
| -11% | -$52.9K | 0.07% | 36 |
|
|
2023
Q1 | $460K | Buy |
+3,028
| New | +$460K | 0.07% | 36 |
|