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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.2M	Sell
2025 Q2	$3.74M	Sell
2025 Q1	$3.7M	Buy
2024 Q4	$1.22M	Buy