iShares S&P 500 Index shares owned by Bernard Wealth Management Corp.
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Bernard Wealth Management Corp.
from 13F filings
Historical chart of Bernard Wealth Management Corp. investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Bernard Wealth Management Corp.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $298k | 445 | 669.30 |
| 2025-06-30 | $288k | 464 | 620.90 |
| 2025-03-31 | $261k | 464 | 561.90 |
| 2024-12-31 | $283k | 480 | 588.68 |
More positions owned by Bernard Wealth Management Corp.
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