Axis Wealth Partners, LLC IVE Holdings History
Axis Wealth Partners, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 19,142.00 shares of iShares S&P 500 Value ETF(IVE), totaling $3.74 Mil. This investment constitutes 2.46% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 1 purchases of IVE, at an average price of $195.10, for a total of 19,420.00 shares. In addition, there have been 1 sales at an average price of $186.34 for 278.00 shares. Based on historical transaction data and IVE's current price of $199.88, Axis Wealth Partners, LLC's estimated gain on his IVE holdings is $89,056.01, reflecting a 2.35% gain to date.
Axis Wealth Partners, LLC IVE ($199.88) Holding Chart
Axis Wealth Partners, LLC IVE ($199.88) 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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