ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Axiom Financial Strategies, LLC's Holding History (CIK: 0001831985)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 63,851 Value ($000) $43,734 Avg Close — Range —
Q3 2025
Shares 64,606 Value ($000) $43,241 Avg Close — Range —
Q2 2025
Shares 50,256 Value ($000) $31,204 Avg Close — Range —
Q1 2025
Shares 52,443 Value ($000) $29,468 Avg Close — Range —
Q4 2024
Shares 52,533 Value ($000) $30,925 Avg Close — Range —
Q3 2024
Shares 51,691 Value ($000) $29,816 Avg Close — Range —
Q2 2024
Shares 28,970 Value ($000) $15,853 Avg Close — Range —
Q1 2024
Shares 29,313 Value ($000) $15,411 Avg Close — Range —
Q4 2023
Shares 30,216 Value ($000) $14,432 Avg Close — Range —
Q3 2023
Shares 30,366 Value ($000) $13,040 Avg Close — Range —
Q2 2023
Shares 13,716 Value ($000) $6,113 Avg Close — Range —
Q4 2022
Shares 15,311 Value ($000) $5,883 Avg Close — Range —
Q3 2022
Shares 15,662 Value ($000) $5,617 Avg Close — Range —
Q2 2022
Shares 16,745 Value ($000) $6,349 Avg Close — Range —
Q1 2022
Shares 16,384 Value ($000) $6,751 Avg Close — Range —
Q4 2021
Shares 17,102 Value ($000) $8,157 Avg Close — Range —
Q3 2021
Shares 16,786 Value ($000) $7,232 Avg Close — Range —
Q2 2021
Shares 16,782 Value ($000) $7,215 Avg Close — Range —
Q1 2021
Shares 16,618 Value ($000) $6,611 Avg Close — Range —
Q4 2020
Shares 17,343 Value ($000) $5,828 Avg Close — Range —
Q3 2020
Shares 17,343 Value ($000) $5,828 Avg Close — Range —
Q2 2020
Shares 17,370 Value ($000) $5,379 Avg Close — Range —
Q1 2020
Shares 26,268 Value ($000) $6,788 Avg Close — Range —