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Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in iShares Core S&P Mid-Cap ETF

Yes. Axxcess Wealth Management holds 69,132 shares of IJH (iShares Core S&P Mid-Cap ETF), worth $5M, as of its Q3 2026 13F filing. It reduced the position by 1,023,384 shares (-93.7%) from Q2 2026. Axxcess Wealth Management has held IJH in every 13F on record since Q4 2021, 20 quarterly filings. IJH is 0.2% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$5M

Current Shares

69,132

Total Value Change

-$40.8M

Total Shares Change

-664,855

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
69,132
-93.7%
$5M0.2%$71.95
0
2026-Q2
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: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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