Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 61,936 shares of IVV (ISHARES TR), worth $40.5M as of 2026-Q1. The position was decreased (-5.8% shares). IVV represents 1.3% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$40.5M
Current Shares
61,936
Total Value Change
+$23.2M
Total Shares Change
+30,315
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 61,936 |
-5.8% |
| $40.5M |
| 1.3% |
| $683.37 |
0 |
| 2025-Q4 | 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 |