Axiom Advisory’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
2024
Q3
$2.97M Buy
5,313
+74
+1% +$41.4K 0.03% 85
2024
Q2
$2.75M Buy
+5,239
New +$2.75M 0.03% 82