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IYWIYW
Showing 6 of 10 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLCAXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES USTECHNOLOGY ETF

AXXCESS WEALTH MANAGEMENT, LLC holds 206,739 shares of IYW (ISHARES USTECHNOLOGY ETF), worth $52.1M as of 2026-Q2. This is a new position. IYW represents 0.8% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$52.1M

Current Shares

206,739

Total Value Change

+$51.7M

Total Shares Change

+203,809

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
New
206,739
-
$52.1M0.8%$252.23
57
2026-Q1
Exited
0
-100.0%
$00.0%$188.91
0
2025-Q4
New
206,326
-
$41.2M0.7%$201.51
57
2025-Q1
Exited
0
-100.0%
$00.0%$140.50
0
2024-Q4
Decreased
2,914
-0.6%
$464,8520.0%$160.74
0
2024-Q3
Decreased
2,930
-26.3%
$444,2470.0%$150.70
0

Other major holders of IYW: Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC

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