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Axiom Financial Strategies’s iShares S&P 500 Value ETF IVE Stock Holding History

Axiom Financial Strategies’s Portfolio IVE Stock Details IVE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,237
Closed -$287K – 51
2022
Q3 		$287K Sell
2,237
-1,554
-41% -$199K 0.15% 51
2022
Q2 		$521K Buy
3,791
+1,850
+95% +$254K 0.27% 44
2022
Q1 		$286K Buy
+1,941
New +$286K 0.14% 50