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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$322K Sell
1,648
-56
-3% -$10.9K 0.29% 25
2025
Q1 		$325K Sell
1,704
-192
-10% -$36.6K 0.29% 15
2024
Q4 		$362K Buy
1,896
+869
+85% +$166K 0.39% 14
2024
Q3 		$202K Buy
+1,027
New +$202K 0.23% 31