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

Bernard Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$71.2K	Hold
2025 Q2	$67.4K	Hold
2025 Q1	$65.8K	Hold
2024 Q4	$65.9K	Buy