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Showing 9 of 15 quarters

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

Yes. Axxcess Wealth Management holds 33,105 shares of SGOV, worth $3.3M, as of its Q3 2026 13F filing. It reduced the position by 334,056 shares (-91.0%) from Q2 2026. Axxcess Wealth Management has held SGOV since Q1 2023, across 15 quarterly 13F filings. SGOV is 0.1% of Axxcess Wealth Management's reported 13F portfolio.

Current Value

$3.3M

Current Shares

33,105

Total Value Change

-$56.2M

Total Shares Change

-557,994

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
33,105
-91.0%
$3.3M0.1%$100.38
0
2026-Q2
Increased
367,161
+118.4%
$37M0.6%$100.07
66
2026-Q1
Decreased
168,139
-74.2%
$16.9M0.5%$99.18
0
2025-Q4
Decreased
651,213
-4.1%
$65.4M1.1%$98.33
0
2025-Q3
Increased
679,337
+2.4%
$68.4M1.4%$97.35
48
2025-Q2
Increased
663,339
+27.0%
$66.8M1.6%$96.31
58
2025-Q1
Decreased
522,407
-20.9%
$52.6M1.4%$95.30
0
2024-Q4
Increased
660,834
+11.8%
$66.3M1.6%$94.33
52
2024-Q3
Increased
591,099
+4.8%
$59.5M1.5%$93.21
49

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

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