Axim Planning & Wealth IVW Holdings History
Axim Planning & Wealth's iShares S&P 500 Growth ETF Holding Summary
As of 2025-03-31, Axim Planning & Wealth held - shares of iShares S&P 500 Growth ETF(IVW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Axim Planning & Wealth now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q2. And since then Axim Planning & Wealth has made 3 purchases of IVW, at an average price of $89.34, for a total of 4,505.00 shares. In addition, there have been 1 sales at an average price of $100.81 for 4,505.00 shares. Based on historical transaction data and IVW's current price of $112.32, Axim Planning & Wealth's estimated gain on his IVW holdings is $51,669.99, reflecting a 12.84% gain to date.
Axim Planning & Wealth IVW ($112.32) Holding Chart
Axim Planning & Wealth IVW ($112.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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