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IVV
Showing 8 of 18 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in iShares Trust CORE S&P500 ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 61,936 shares of IVV (iShares Trust CORE S&P500 ETF), 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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
61,936
-5.8%
$40.5M1.3%$683.37
0
2025-Q4
Increased
65,731
+160.3%
$45M0.8%$689.92
66
2025-Q3
Decreased
25,253
-1.4%
$16.9M0.4%$664.41
0
2025-Q2
Increased
25,611
+7.8%
$15.9M0.4%$613.43
36
2025-Q1
Decreased
23,763
-12.1%
$13.4M0.4%$552.75
0
2024-Q4
Decreased
27,042
-19.7%
$15.9M0.4%$583.48
0
2024-Q3
Increased
33,678
+6.5%
$19.4M0.5%$564.81
36
2024-Q2
Increased
31,621
+14.5%
$17.3M0.5%$536.31
39

Other major holders of IVV: BlackRock, Inc.

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