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

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