Axim Planning & Wealth’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-407
| Closed | -$229K | – | 76 |
|
|
2025
Q1 | $229K | Sell |
407
-159
| -28% | -$89.3K | 0.2% | 31 |
|
|
2024
Q4 | $333K | Sell |
566
-34
| -6% | -$20K | 0.35% | 16 |
|
|
2024
Q3 | $346K | Buy |
600
+134
| +29% | +$77.3K | 0.39% | 14 |
|
|
2024
Q2 | $255K | Buy |
+466
| New | +$255K | 0.31% | 19 |
|
|
2024
Q1 | – | Sell |
-513
| Closed | -$245K | – | 27 |
|
|
2023
Q4 | $245K | Buy |
+513
| New | +$245K | 0.22% | 19 |
|
|
2022
Q4 | – | Sell |
-12
| Closed | -$4K | – | 103 |
|
|
2022
Q3 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 136 |
|