iShares S&P 500 Index shares owned by Axim Planning & Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Axim Planning & Wealth
from 13F filings
Historical chart of Axim Planning & Wealth investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 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 Index by Axim Planning & Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $229k | 407 | 561.90 |
| 2024-12-31 | $333k | 566 | 588.68 |
| 2024-09-30 | $346k | 600 | 576.82 |
| 2024-06-30 | $255k | 466 | 547.23 |
| 2023-12-31 | $245k | 513 | 477.63 |
| 2022-09-30 | $4.0k | 12 | 333.33 |