Axim Planning & Wealth's ownership history for IVW


Axim Planning & Wealth currently holds 1.9K shares with a market value of $236.8K. It started holding IVW on 2024-09-30. At its peak, it held 5.8K shares on 2025-06-30. Its highest holding value was $637.0K on 2025-06-30. At its lowest, it held 1.9K shares on 2025-12-31, with a value of $236.8K on 2025-12-31. In the recent 180 days, Axim Planning & Wealth has decreased its shares by 3.9K. In the recent year, Axim Planning & Wealth has decreased its shares by 1.8K.


Axim Planning & Wealth's ownership history for IVW