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

Barnes Wealth Management Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.15M Sell
11,510
-6,379
-36% -$3.96M 4.22% 2
2025
Q1 		$10.1M Sell
17,889
-920
-5% -$517K 6.45% 1
2024
Q4 		$11.1M Buy
+18,809
New +$11.1M 7.42% 1