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iShares S&P 500 Value Index shares owned by Barnes Wealth Management Group

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Barnes Wealth Management Group from 13F filings

Historical chart of Barnes Wealth Management Group investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value Index held by Barnes Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Value Index by Barnes Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5M 22k 206.51
2025-06-30 $4.2M 22k 195.42
2025-03-31 $3.8M 20k 190.58
2024-12-31 $2.9M 15k 190.88

More positions owned by Barnes Wealth Management Group

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr S&p 100 Etf (OEF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Barnes Wealth Management Group

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