Axis Wealth Partners, LLC IVW Holdings History
Axis Wealth Partners, LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Axis Wealth Partners, LLC held 30,094.00 shares of iShares S&P 500 Growth ETF(IVW), totaling $3.31 Mil. This investment constitutes 2.18% of their stock portfolio, and Axis Wealth Partners, LLC now holds 0.01% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2024Q4. And since then Axis Wealth Partners, LLC has made 1 purchases of IVW, at an average price of $100.21, for a total of 32,345.00 shares. In addition, there have been 1 sales at an average price of $98.88 for 2,251.00 shares. Based on historical transaction data and IVW's current price of $111.98, Axis Wealth Partners, LLC's estimated gain on his IVW holdings is $351,246.51, reflecting a 10.84% gain to date.
Axis Wealth Partners, LLC IVW ($111.98) Holding Chart
Axis Wealth Partners, LLC IVW ($111.98) 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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