Axim Planning & Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$229K	Sell
2024 Q4	$333K	Sell
2024 Q3	$346K	Buy
2024 Q2	$255K	Buy
2024 Q1	–	Sell
2023 Q4	$245K	Buy
2022 Q4	–	Sell
2022 Q3	$4K	Buy