Ownership history in Elyxium Wealth, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Elyxium Wealth, LLC reported a position in ISHARES CORE S&P 500 ETF (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 24,567 | +1,960 | +8.7% | 4.67% | $16.8M | $683.12 |
| 2025 Q3 | ADDED | 22,607 | +546 | +2.5% | 5.28% | $15.1M | $665.17 |
| 2025 Q2 | REDUCED | 22,061 | -3,471 | -13.6% | 5.14% | $13.7M | $615.21 |
| 2025 Q1 | REDUCED | 25,532 | -2,004 | -7.3% | 6.36% | $14.3M | $555.02 |
As of 2025 Q4 — sorted by position size