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IVVIVV
19 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES CORE S&P 500 ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 63,186 shares of IVV (ISHARES CORE S&P 500 ETF), worth $47.3M as of 2026-Q2. The position was increased (+2.0% shares). IVV represents 0.8% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$47.3M

Current Shares

63,186

Total Value Change

+$41.2M

Total Shares Change

+50,419

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
63,186
+2.0%
$47.3M0.8%$748.89
42
2026-Q1
Decreased
61,936
-5.8%
$40.5M1.3%$651.46
0
2025-Q4
Increased
65,731
+160.3%
$45M0.8%$681.29
66
2025-Q3
Decreased
25,253
-1.4%
$16.9M0.4%$663.39
0
2025-Q2
Increased
25,611
+7.8%
$15.9M0.4%$613.57
36
2025-Q1
Decreased
23,763
-12.1%
$13.4M0.4%$553.53
0
2024-Q4
Decreased
27,042
-19.7%
$15.9M0.4%$578.12
0
2024-Q3
Increased
33,678
+6.5%
$19.4M0.5%$564.49
36
2024-Q2
Increased
31,621
+14.5%
$17.3M0.5%$536.31
39
2024-Q1
Decreased
27,624
-0.4%
$14.5M0.4%$513.70
0
2023-Q4
Increased
27,737
+4.6%
$13.2M0.4%$465.22
35
2023-Q3
Increased
26,508
+51.5%
$11.4M0.4%$416.59
46
2023-Q2
Decreased
17,492
-11.2%
$7.8M0.6%$428.12
0
2023-Q1
Increased
19,702
+12.1%
$8.1M0.6%$393.63
43
2022-Q4
Increased
17,574
+14.0%
$6.8M0.6%$368.33
44
2022-Q3
Increased
15,420
+2.1%
$5.5M0.5%$340.52
39
2022-Q2
Increased
15,105
+26.9%
$5.7M0.5%$358.14
47
2022-Q1
Decreased
11,898
-6.8%
$5.4M0.4%$427.21
0
2021-Q4
New
12,767
-
$6.1M0.4%$447.67
45

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

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