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
2025 Q2	$322K	Sell
2025 Q1	$325K	Sell
2024 Q4	$362K	Buy
2024 Q3	$202K	Buy