Back to AXXCESS WEALTH MANAGEMENT, LLC AXXCESS WEALTH MANAGEMENT, LLC

IDEVIDEV
Showing 8 of 12 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR

AXXCESS WEALTH MANAGEMENT, LLC holds 1.3M shares of IDEV (ISHARES TR), worth $114.1M as of 2026-Q2. This is a new position. IDEV represents 1.8% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$114.1M

Current Shares

1.3M

Total Value Change

+$24.3M

Total Shares Change

+13,736

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
1.3M
-
$114.1M1.8%$89.01
69
2026-Q1
Exited
0
-100.0%
$00.0%$82.33
0
2025-Q4
Increased
1.3M
+1.9%
$107.6M1.9%$81.25
48
2025-Q3
Increased
1.3M
+1.7%
$102.6M2.2%$77.53
52
2025-Q2
Increased
1.3M
+0.2%
$95.7M2.2%$73.54
51
2025-Q1
Decreased
1.3M
-2.8%
$86.5M2.3%$65.50
0
2024-Q4
Increased
1.3M
+1.8%
$83.3M2.0%$61.29
48
2024-Q3
Increased
1.3M
+0.6%
$89.9M2.2%$66.34
51

Other major holders of IDEV: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used