BWM
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Bernard Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Bernard Wealth Management’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 		$288K Hold
464
– – 0.13% 49
2025
Q1 		$261K Sell
464
-16
-3% -$8.99K 0.13% 51
2024
Q4 		$283K Buy
+480
New +$283K 0.13% 49