NWF Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
Other funds holding IVE
NWF Advisory Services's IVE Position: Q1 2026 in Review
NWF Advisory Services increased its iShares S&P 500 Value ETF (IVE) stake by 1.5% in Q1 2026, buying an estimated $5.2K and bringing the position to 1,650 shares worth $348K. The position accounts for 0.04% of the portfolio, ranked #265.
NWF Advisory Services first reported a position in IVE in Q2 2025 and has held it in 4 quarters since. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.
- NWF Advisory Services held 1,650 shares of iShares S&P 500 Value ETF worth $348K as of Q1 2026.
- NWF Advisory Services bought 24 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $5.2K.
- iShares S&P 500 Value ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #265 holding.
- NWF Advisory Services first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 4 quarters since.
- 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.
Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.