Axim Planning & Wealth’s iShares S&P 500 Value ETF IVE Stock Holding History

Axim Planning & Wealth’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Sell	1,118 -76	-6%	-$17K	0.35%	65
2026 Q1	$252K	Buy	1,194 +21	+2%	+$4.55K	0.31%	62
2025 Q4	$249K	Sell	1,173 -41	-3%	-$8.59K	0.26%	59
2025 Q3	$251K	Sell	1,214 -434	-26%	-$87.2K	0.2%	64
2025 Q2	$322K	Sell	1,648 -56	-3%	-$10.4K	0.29%	25
2025 Q1	$325K	Sell	1,704 -192	-10%	-$37.2K	0.29%	15
2024 Q4	$362K	Buy	1,896 +869	+85%	+$172K	0.39%	14
2024 Q3	$202K	Buy	+1,027	New	+$195K	0.23%	31

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Axim Planning & Wealth's IVE Position: Q2 2026 in Review

Axim Planning & Wealth reduced its iShares S&P 500 Value ETF (IVE) stake by 6.4% in Q2 2026, selling an estimated $17K and leaving 1,118 shares worth $254K. The position accounts for 0.35% of the portfolio, ranked #65.

Axim Planning & Wealth first reported a position in IVE in Q3 2024 and has held it in 8 quarters since. The position peaked at $362K in Q4 2024. 1,764 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Axim Planning & Wealth held 1,118 shares of iShares S&P 500 Value ETF worth $254K as of Q2 2026.
Axim Planning & Wealth sold 76 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $17K.
iShares S&P 500 Value ETF made up 0.35% of Axim Planning & Wealth's portfolio in Q2 2026, its #65 holding.
Axim Planning & Wealth first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 8 quarters since.
Axim Planning & Wealth's iShares S&P 500 Value ETF position peaked at $362K in Q4 2024.
1,764 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.