Axiom Financial Strategies’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.2M | Sell |
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|
2025
Q1 | $29.5M | Sell |
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|
2024
Q4 | $30.9M | Buy |
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|
2024
Q3 | $29.8M | Buy |
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|
2024
Q2 | $15.9M | Sell |
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|
2024
Q1 | $15.4M | Sell |
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|
2023
Q4 | $14.4M | Sell |
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|
2023
Q3 | $13M | Buy |
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|
2023
Q2 | $6.11M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.88M | Sell |
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|
2022
Q3 | $5.62M | Sell |
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|
2022
Q2 | $6.35M | Buy |
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|
2022
Q1 | $6.75M | Sell |
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|
2021
Q4 | $8.16M | Buy |
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|
2021
Q3 | $7.23M | Buy |
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|
2021
Q2 | $7.21M | Buy |
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|
2021
Q1 | $6.61M | Sell |
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|
2020
Q4 | $5.83M | Hold |
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|
2020
Q3 | $5.83M | Sell |
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|
2020
Q2 | $5.38M | Sell |
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|
2020
Q1 | $6.79M | Buy |
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