Northwest Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Northwest Financial Advisors’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
2026 Q1	$451K	Buy	2,137 +90	+4%	+$19.5K	0.87%	34
2025 Q4	$434K	Buy	2,047 +33	+2%	+$6.92K	0.89%	34
2025 Q3	$416K	Hold	2,014	–	–	0.53%	54
2025 Q2	$394K	Hold	2,014	–	–	0.55%	54
2025 Q1	$384K	Buy	+2,014	New	+$390K	0.32%	70
2024 Q4	–	Sell	-472	Closed	-$93.1K	–	320
2024 Q3	$93.1K	Buy	+472	New	+$89.7K	0.07%	164
2024 Q1	–	Sell	-472	Closed	-$82.1K	–	294
2023 Q4	$82.1K	Buy	+472	New	+$75.9K	0.07%	163

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Financial Advisors's IVE Position: Q1 2026 in Review

Northwest Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 4.4% in Q1 2026, buying an estimated $19.5K and bringing the position to 2,137 shares worth $451K. The position accounts for 0.87% of the portfolio, ranked #34.

Northwest Financial Advisors first reported a position in IVE in Q4 2023 and has held it in 7 quarters since. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

Northwest Financial Advisors held 2,137 shares of iShares S&P 500 Value ETF worth $451K as of Q1 2026.
Northwest Financial Advisors bought 90 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $19.5K.
iShares S&P 500 Value ETF made up 0.87% of Northwest Financial Advisors's portfolio in Q1 2026, its #34 holding.
Northwest Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 7 quarters since.
1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.