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IJHIJH
Showing 8 of 19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES CORE S&P MIDCAP ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 1.1M shares of IJH (ISHARES CORE S&P MIDCAP ETF), worth $84.2M as of 2026-Q2. The position was increased (+4.2% shares). IJH represents 1.3% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$84.2M

Current Shares

1.1M

Total Value Change

+$38.5M

Total Shares Change

+358,529

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.1M
+4.2%
$84.2M1.3%$77.11
49
2026-Q1
Decreased
1M
-0.1%
$70.8M2.3%$70.86
0
2025-Q4
Increased
1M
+13.2%
$69.3M1.2%$66.70
53
2025-Q3
Increased
927,418
+7.5%
$60.5M1.3%$64.87
50
2025-Q2
Increased
862,279
+12.9%
$53.5M1.3%$61.52
52
2025-Q1
Increased
763,901
+1.0%
$44.6M1.2%$57.55
46
2024-Q4
Increased
756,269
+3.0%
$47.1M1.1%$61.30
47
2024-Q3
Increased
733,987
+1.2%
$45.7M1.1%$61.15
46

Other major holders of IJH: Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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