iShares S&P 500 Value Index shares owned by Axim Planning & Wealth
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Axim Planning & Wealth
from 13F filings
Historical chart of Axim Planning & Wealth investment in iShares S&P 500 Value Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Value Index held by Axim Planning & Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Axim Planning & Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $251k | 1.2k | 206.51 |
| 2025-06-30 | $322k | 1.6k | 195.42 |
| 2025-03-31 | $325k | 1.7k | 190.58 |
| 2024-12-31 | $362k | 1.9k | 190.88 |
| 2024-09-30 | $203k | 1.0k | 197.17 |