Bernard Wealth Management Corp.'s ownership history for IVV

Bernard Wealth Management Corp. currently holds 445 shares with a market value of $304.8K. It started holding IVV on 2024-12-31. At its peak, it held 575 shares on 2024-12-31. Its highest holding value was $304.8K on 2025-12-31. At its lowest, it held 445 shares on 2025-09-30, with a value of $260.7K on 2025-03-31. In the recent 180 days, Bernard Wealth Management Corp. has decreased its shares by 19. In the recent year, Bernard Wealth Management Corp. has decreased its shares by 130.