NFA
Northwest Financial 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 | $394K | Hold |
2,014
| – | – | 0.55% | 54 |
|
|
2025
Q1 | $384K | Buy |
+2,014
| New | +$384K | 0.32% | 70 |
|
|
2024
Q4 | – | Sell |
-472
| Closed | -$93.1K | – | 321 |
|
|
2024
Q3 | $93.1K | Buy |
+472
| New | +$93.1K | 0.07% | 164 |
|
|
2024
Q1 | – | Sell |
-472
| Closed | -$82.1K | – | 299 |
|
|
2023
Q4 | $82.1K | Buy |
+472
| New | +$82.1K | 0.07% | 163 |
|