Axiom Financial Strategies, LLC IVV Holdings History
Axiom Financial Strategies, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Axiom Financial Strategies, LLC held 52,443.00 shares of iShares Core S&P 500 ETF(IVV), totaling $29.47 Mil. This investment constitutes 17.47% of their stock portfolio, and Axiom Financial Strategies, LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q1. And since then Axiom Financial Strategies, LLC has made 8 purchases of IVV, at an average price of $425.10, for a total of 81,042.00 shares. In addition, there have been 11 sales at an average price of $369.31 for 28,599.00 shares. Based on historical transaction data and IVV's current price of $630.67, Axiom Financial Strategies, LLC's estimated gain on his IVV holdings is $9.18 Mil, reflecting a 26.66% gain to date.
Axiom Financial Strategies, LLC IVV ($630.67) Holding Chart
Axiom Financial Strategies, LLC IVV ($630.67) 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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