Northwest Financial Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
Northwest Financial Advisors's IVE Position: Q2 2026 in Review
Northwest Financial Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 0.05% in Q2 2026, buying an estimated $223 and bringing the position to 2,138 shares worth $485K. The position accounts for 0.06% of the portfolio, ranked #44.
Northwest Financial Advisors first reported a position in IVE in Q4 2023 and has held it in 8 quarters since. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.
- Northwest Financial Advisors held 2,138 shares of iShares S&P 500 Value ETF worth $485K as of Q2 2026.
- Northwest Financial Advisors bought 1 iShares S&P 500 Value ETF share in Q2 2026, an estimated $223.
- iShares S&P 500 Value ETF made up 0.06% of Northwest Financial Advisors's portfolio in Q2 2026, its #44 holding.
- Northwest Financial Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 8 quarters since.
- 1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.
Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.