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Axis Wealth Partners’s iShares S&P 500 Value ETF IVE Stock Holding History

Axis Wealth Partners’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.74M Sell
19,142
-278
-1% -$54.3K 2.46% 6
2025
Q1 		$3.7M Buy
19,420
+13,037
+204% +$2.48M 2.74% 6
2024
Q4 		$1.22M Buy
+6,383
New +$1.22M 1.03% 25