SEC 13F Intelligence

Bare Financial Services, Inc / IVE

Bare Financial Services, Inc’s Ishares Tr Position

Does Bare Financial Services, Inc own Ishares Tr (IVE)? Yes — 17.9K shares worth $4M (+1.00% of its 13F portfolio) as of Q1 2026, down from 18.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
17.9K
% of Portfolio
+1.00%
Quarters Held
10
currently held

Position History IVE

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.9K$4M+1.00%
Q4 202518.4K$4M+1.09%
Q3 202518.9K$4M+1.16%
Q2 202519.0K$4M+1.25%
Q1 202520.0K$4M+1.46%
Q4 202420.3K$4M+1.56%
Q3 202421.0K$4M+1.70%
Q2 202421.2K$4M+2.12%
Q1 202421.1K$4M+3.63%
Q4 202317.3K$3M+6.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bare Financial Services, Inc’s full portfolio or all institutional holders of IVE.