Bernard Wealth Management’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	$67.4K	Hold	345	–	–	0.03%	110
2025 Q1	$65.8K	Hold	345	–	–	0.03%	105
2024 Q4	$65.9K	Buy	+345	New	+$65.9K	0.03%	109