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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.23M	Buy	21,657 +1,550	+8%	+$303K	2.5%	7
2025 Q1	$3.83M	Buy	20,107 +5,118	+34%	+$975K	2.46%	8
2024 Q4	$2.86M	Buy	+14,989	New	+$2.86M	1.92%	11