NorthLanding Financial Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2M Buy
2025
Q2
$1.89M Buy
2025
Q1
$1.84M Sell
2024
Q4
$1.87M Buy
2024
Q3
$1.93M Sell
2024
Q2
$1.8M Sell
2024
Q1
$1.86M Sell
2023
Q4
$1.79M Buy
2023
Q3
$1.51M Buy
2023
Q2
$1.54M Sell
2023
Q1
$2.63M Sell
2022
Q4
$2.59M Buy
2022
Q3
$2.29M Buy