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Axis Wealth Partners’s iShares S&P 500 Growth ETF IVW Stock Holding History

Axis Wealth Partners’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.31M Sell
30,094
-2,251
-7% -$248K 2.18% 9
2025
Q1 		$3M Buy
32,345
+12,094
+60% +$1.12M 2.22% 10
2024
Q4 		$2.06M Buy
+20,251
New +$2.06M 1.73% 16