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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
-407
Closed -$229K – 76
2025
Q1 		$229K Sell
407
-159
-28% -$93.9K 0.2% 31
2024
Q4 		$333K Sell
566
-34
-6% -$20.1K 0.35% 16
2024
Q3 		$346K Buy
600
+134
+29% +$74.5K 0.39% 14
2024
Q2 		$255K Buy
+466
New +$245K 0.31% 19
2024
Q1 		– Sell
-513
Closed -$245K – 27
2023
Q4 		$245K Buy
+513
New +$230K 0.22% 19
2022
Q4 		– Sell
-12
Closed -$4K – 103
2022
Q3 		$4K Buy
+12
New +$4.79K ﹤0.01% 136

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Axim Planning & Wealth's IVV Position: Q2 2025 in Review

Axim Planning & Wealth sold out of iShares Core S&P 500 ETF (IVV) in Q2 2025, closing a stake of 407 shares — an estimated $229K sold.

Axim Planning & Wealth first reported a position in IVV in Q3 2022 and held it in 6 quarters. The position peaked at $346K in Q3 2024. 3,617 funds tracked by Wall St. Rank hold IVV as of Q2 2025.

  • Axim Planning & Wealth reported no remaining iShares Core S&P 500 ETF position as of Q2 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 407 iShares Core S&P 500 ETF shares in Q2 2025, an estimated $229K.
  • Axim Planning & Wealth first reported a position in iShares Core S&P 500 ETF in Q3 2022 and held it in 6 quarters.
  • Axim Planning & Wealth's iShares Core S&P 500 ETF position peaked at $346K in Q3 2024.
  • 3,617 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2025.

Based on Axim Planning & Wealth's 13F filing for Q2 2025, filed 6 Aug 2025.