Question 1

How many shares of IVLU does AXXCESS WEALTH MANAGEMENT, LLC own?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC previously held 0 shares of IVLU (ISHARES TR) before exiting the position in 2023-Q2.

Question 2

What is AXXCESS WEALTH MANAGEMENT, LLC's IVLU position worth?

Accepted Answer

AXXCESS WEALTH MANAGEMENT, LLC's IVLU position was last reported at $0 in 2023-Q2 before the exit.

Question 3

Is AXXCESS WEALTH MANAGEMENT, LLC buying or selling IVLU?

Accepted Answer

In 2023-Q2, AXXCESS WEALTH MANAGEMENT, LLC exited their IVLU position entirely (-100.0% change in shares).

Question 4

When did AXXCESS WEALTH MANAGEMENT, LLC first buy IVLU?

Accepted Answer

Based on available 13F filings, AXXCESS WEALTH MANAGEMENT, LLC first reported a position in IVLU in 2022-Q2. They have held the position across 5 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2023-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$22.66	0
2023-Q1	Decreased	13,663	-30.9%	$338,706	0.0%	$21.63	0
2022-Q4	Increased	19,760	+4.9%	$457,839	0.0%	$20.32	25
2022-Q3	Decreased	18,835	-3.8%	$372,000	0.0%	$17.21	0
2022-Q2	New	19,572	-	$434,000	0.0%	$19.41	33

IVLU5 quarters

IVLU
5 quarters