Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 470,802 shares of IJR (ISHARES TR), worth $56.6M as of 2025-Q4. The position was increased (++20.6% shares). IJR represents 1.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$56.6M
Current Shares
470,802
Total Value Change
+$23.4M
Total Shares Change
+159,482
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
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 |