Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 457,070 shares of IJR (ISHARES TR), worth $56.8M as of 2026-Q1. The position was decreased (-2.9% shares). IJR represents 1.8% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$56.8M
Current Shares
457,070
Total Value Change
+$23.6M
Total Shares Change
+145,750
Other major holders of IJR: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Decreased |
| 457,070 |
-2.9% |
| $56.8M |
| 1.8% |
| $129.20 |
0 |
| 2025-Q4 | Increased | 470,802 | +20.6% | $56.6M | 1.0% | $121.69 | 49 |
| 2025-Q3 | Increased | 390,472 | +10.5% | $46.4M | 1.0% | $118.03 | 46 |
| 2025-Q2 | Increased | 353,432 | +1.3% | $38.6M | 0.9% | $108.58 | 41 |
| 2025-Q1 | Decreased | 348,851 | -0.4% | $36.5M | 1.0% | $102.76 | 0 |
| 2024-Q4 | Decreased | 350,404 | -3.1% | $40.4M | 1.0% | $113.25 | 0 |
| 2024-Q3 | Increased | 361,485 | +16.1% | $42.3M | 1.0% | $113.75 | 53 |
| 2024-Q2 | Decreased | 311,320 | -1.3% | $33.2M | 0.9% | $103.63 | 0 |