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SGOV
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Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR

AXXCESS WEALTH MANAGEMENT, LLC holds 168,139 shares of SGOV (ISHARES TR), worth $16.9M as of 2026-Q1. The position was decreased (-74.2% shares). SGOV represents 0.5% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$16.9M

Current Shares

168,139

Total Value Change

-$39.9M

Total Shares Change

-396,017

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
168,139
-74.2%
$16.9M0.5%$100.40
0
2025-Q4
Decreased
651,213
-4.1%
$65.4M1.1%$100.06
0
2025-Q3
Increased
679,337
+2.4%
$68.4M1.4%$99.07
48
2025-Q2
Increased
663,339
+27.0%
$66.8M1.6%$98.01
58
2025-Q1
Decreased
522,407
-20.9%
$52.6M1.4%$96.99
0
2024-Q4
Increased
660,834
+11.8%
$66.3M1.6%$95.97
52
2024-Q3
Increased
591,099
+4.8%
$59.5M1.5%$94.86
49
2024-Q2
Increased
564,156
+50.6%
$56.8M1.5%$93.60
64

Other major holders of SGOV: BANK OF AMERICA CORP /DE/, LPL Financial LLC

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