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

AXXCESS WEALTH MANAGEMENT, LLC holds 10,561 shares of SHV (ISHARES TR), worth $1.2M as of 2026-Q2. The position was decreased (-51.4% shares). SHV represents 0.0% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.

Current Value

$1.2M

Current Shares

10,561

Total Value Change

-$1.5M

Total Shares Change

-13,487

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
10,561
-51.4%
$1.2M0.0%$109.69
0
2026-Q1
Increased
21,749
+11.6%
$2.4M0.1%$108.76
29
2025-Q4
Decreased
19,482
-4.7%
$2.1M0.0%$107.89
0
2025-Q3
Decreased
20,436
-18.0%
$2.3M0.0%$106.81
0
2025-Q2
Increased
24,924
+3.4%
$2.8M0.1%$105.64
27
2025-Q1
Decreased
24,110
-0.1%
$2.7M0.1%$104.58
0
2024-Q4
Increased
24,126
+0.3%
$2.7M0.1%$103.53
26
2024-Q3
Decreased
24,048
-35.9%
$2.7M0.1%$102.37
0

Other major holders of SHV: BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.

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