Back to AXXCESS WEALTH MANAGEMENT, LLC

IJR
Showing 8 of 18 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
457,070
-2.9%
$56.8M1.8%$129.20
0
2025-Q4
Increased
470,802
+20.6%
$56.6M1.0%$121.69
49
2025-Q3
Increased
390,472
+10.5%
$46.4M1.0%$118.03
46
2025-Q2
Increased
353,432
+1.3%
$38.6M0.9%$108.58
41
2025-Q1
Decreased
348,851
-0.4%
$36.5M1.0%$102.76
0
2024-Q4
Decreased
350,404
-3.1%
$40.4M1.0%$113.25
0
2024-Q3
Increased
361,485
+16.1%
$42.3M1.0%$113.75
53
2024-Q2
Decreased
311,320
-1.3%
$33.2M0.9%$103.63
0

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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