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Axis Wealth Partners’s iShares Core S&P 500 ETF IVV Stock Holding History

Axis Wealth Partners’s Portfolio IVV Stock Details IVV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$468K Sell
753
-68
-8% -$42.2K 0.31% 95
2025
Q1 		$461K Sell
821
-104
-11% -$58.4K 0.34% 85
2024
Q4 		$545K Buy
+925
New +$545K 0.46% 62