Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 206,326 shares of IYW (ISHARES TR), worth $41.2M as of 2025-Q4. This is a new position. IYW represents 0.7% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$41.2M
Current Shares
206,326
Total Value Change
+$40.6M
Total Shares Change
+202,351
Other major holders of IYW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
New |
| 206,326 |
- |
| $41.2M |
| 0.7% |
| $201.51 |
57 |
| 2025-Q1 | Exited | 0 | -100.0% | $0 | 0.0% | $140.50 | 0 |
| 2024-Q4 | Decreased | 2,914 | -0.6% | $464,852 | 0.0% | $160.74 | 0 |
| 2024-Q3 | Decreased | 2,930 | -26.3% | $444,247 | 0.0% | $150.70 | 0 |
| 2024-Q2 | Increased | 3,975 | +2.2% | $598,238 | 0.0% | $150.09 | 25 |