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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.06M	Buy	3,314 +2,032	+159%	+$1.26M	2.47%	12
2025 Q1	$720K	Buy	+1,282	New	+$720K	1.09%	25