NorthRock 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
Q4 | $34.7M | Buy |
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|
2025
Q3 | $20.6M | Buy |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $557K | Buy |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $51.6K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $27K | Sell |
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|
2019
Q3 | $265K | Buy |
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