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NEAR
7 quarters

Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES U S ETF TR

AXXCESS WEALTH MANAGEMENT, LLC holds 307,924 shares of NEAR (ISHARES U S ETF TR), worth $15.7M as of 2026-Q1. The position was increased (+29.1% shares). NEAR represents 0.5% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$15.7M

Current Shares

307,924

Total Value Change

+$11.2M

Total Shares Change

+220,754

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
307,924
+29.1%
$15.7M0.5%$51.07
50
2025-Q4
Increased
238,596
+23.1%
$12.2M0.2%$50.94
40
2025-Q3
Increased
193,863
+8.3%
$9.9M0.2%$50.29
36
2025-Q2
Increased
178,965
+26.6%
$9.1M0.2%$49.55
41
2025-Q1
Increased
141,383
+16.7%
$7.2M0.2%$48.79
38
2024-Q4
Increased
121,110
+38.9%
$6.1M0.1%$48.05
43
2024-Q3
New
87,170
-
$4.5M0.1%$48.01
44

Other major holders of NEAR: ENVESTNET ASSET MANAGEMENT INC

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