Back to AXXCESS WEALTH MANAGEMENT, LLC AXXCESS WEALTH MANAGEMENT, LLC

IJRIJR
20 quarters

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

Yes. Axxcess Wealth Management holds 11,677 shares of IJR, worth $1.6M, as of its Q3 2026 13F filing. It reduced the position by 439,436 shares (-97.4%) from Q2 2026. Axxcess Wealth Management has held IJR in every 13F on record since Q4 2021, 20 quarterly filings. IJR is 0.1% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$1.6M

Current Shares

11,677

Total Value Change

+$253,503

Total Shares Change

+16

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
11,677
-97.4%
$1.6M0.1%$136.04
0
2026-Q2
Decreased
451,113
-1.3%
$66.9M1.1%$148.31
0
2026-Q1
Decreased
457,070
-2.9%
$56.8M1.8%$123.94
0
2025-Q4
Increased
470,802
+20.6%
$56.6M1.0%$119.63
49
2025-Q3
Increased
390,472
+10.5%
$46.4M1.0%$117.74
46
2025-Q2
Increased
353,432
+1.3%
$38.6M0.9%$107.88
41
2025-Q1
Decreased
348,851
-0.4%
$36.5M1.0%$102.84
0
2024-Q4
Decreased
350,404
-3.1%
$40.4M1.0%$112.97
0
2024-Q3
Increased
361,485
+16.1%
$42.3M1.0%$113.62
53
2024-Q2
Decreased
311,320
-1.3%
$33.2M0.9%$103.63
0
2024-Q1
Increased
315,380
+3.5%
$34.9M1.0%$107.00
42
2023-Q4
Increased
304,745
+1.8%
$33M1.0%$104.48
41
2023-Q3
Increased
299,302
+3428.7%
$28.2M1.0%$90.81
65
2023-Q2
Decreased
8,482
-51.1%
$845,2310.1%$95.03
0
2023-Q1
Increased
17,333
+19.7%
$1.7M0.1%$91.88
36
2022-Q4
Increased
14,478
+85.9%
$1.4M0.1%$90.02
47
2022-Q3
Decreased
7,788
-24.3%
$679,0000.1%$82.21
0
2022-Q2
Decreased
10,282
-23.0%
$950,0000.1%$86.68
0
2022-Q1
Increased
13,359
+14.6%
$1.4M0.1%$100.53
35
2021-Q4
First report
11,661
-
$1.3M0.1%$106.54
0

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/

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