Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 65,731 shares of IVV (ISHARES TR), worth $45M as of 2025-Q4. The position was increased (++160.3% shares). IVV represents 0.8% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$45M
Current Shares
65,731
Total Value Change
+$27.7M
Total Shares Change
+34,110
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 65,731 |
+160.3% |
| $45M |
| 0.8% |
| $689.92 |
66 |
| 2025-Q3 | Decreased | 25,253 | -1.4% | $16.9M | 0.4% | $664.41 | 0 |
| 2025-Q2 | Increased | 25,611 | +7.8% | $15.9M | 0.4% | $613.43 | 36 |
| 2025-Q1 | Decreased | 23,763 | -12.1% | $13.4M | 0.4% | $552.75 | 0 |
| 2024-Q4 | Decreased | 27,042 | -19.7% | $15.9M | 0.4% | $583.48 | 0 |
| 2024-Q3 | Increased | 33,678 | +6.5% | $19.4M | 0.5% | $564.81 | 36 |
| 2024-Q2 | Increased | 31,621 | +14.5% | $17.3M | 0.5% | $536.31 | 39 |