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Northwest Wealth Advisors’s T. Rowe Price Value ETF TVAL Stock Holding History

Northwest Wealth Advisors’s Portfolio TVAL Stock Details TVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.44M Buy
177,876
+32,305
+22% +$1.19M 4.6% 7
2025
Q4 		$5.13M Buy
+145,571
New +$5.05M 3.99% 9

Other funds holding TVAL

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FAM
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Osaic Holdings
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Cetera Investment Advisers
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Raymond James Financial
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Envestnet Asset Management
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Jones Financial Companies
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