BDPWM
IVE icon

Barnes Dennig Private Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Barnes Dennig Private Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$851K Buy
4,353
+3,708
+575% +$725K 1.02% 26
2025
Q1 		$123K Buy
+645
New +$123K 0.19% 49