Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 651,213 shares of SGOV (ISHARES TR), worth $65.4M as of 2025-Q4. The position was decreased (-4.1% shares). SGOV represents 1.1% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$65.4M
Current Shares
651,213
Total Value Change
+$8.6M
Total Shares Change
+87,057
Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC
Decreased |
| 651,213 |
-4.1% |
| $65.4M |
| 1.1% |
| $100.06 |
0 |
| 2025-Q3 | Increased | 679,337 | +2.4% | $68.4M | 1.4% | $99.07 | 48 |
| 2025-Q2 | Increased | 663,339 | +27.0% | $66.8M | 1.6% | $98.01 | 58 |
| 2025-Q1 | Decreased | 522,407 | -20.9% | $52.6M | 1.4% | $96.99 | 0 |
| 2024-Q4 | Increased | 660,834 | +11.8% | $66.3M | 1.6% | $95.97 | 52 |
| 2024-Q3 | Increased | 591,099 | +4.8% | $59.5M | 1.5% | $94.86 | 49 |
| 2024-Q2 | Increased | 564,156 | +50.6% | $56.8M | 1.5% | $93.60 | 64 |