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USHYUSHY
19 quarters

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

Yes. Axxcess Wealth Management holds 16,278 shares of USHY, worth $581,437, as of its Q3 2026 13F filing. It reduced the position by 1,088,114 shares (-98.5%) from Q2 2026. Axxcess Wealth Management has held USHY since Q2 2026, across 2 quarterly 13F filings.

Current Value

$581,437

Current Shares

16,278

Total Value Change

-$36,563

Total Shares Change

+1,278

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
16,278
-98.5%
$581,4370.0%$35.50
0
2026-Q2
New
1.1M
-
$40.9M0.7%$36.17
57
2026-Q1
Exited
0
-100.0%
$00.0%$35.37
0
2025-Q4
Increased
1M
+11.7%
$38.1M0.7%$35.51
46
2025-Q3
Increased
913,369
+4.7%
$34.5M0.7%$35.06
43
2025-Q2
Decreased
872,245
-2.0%
$32.7M0.8%$34.23
0
2025-Q1
Decreased
889,962
-2.6%
$32.8M0.9%$33.02
0
2024-Q4
Increased
913,905
+1.0%
$33.6M0.8%$32.63
41
2024-Q3
Increased
904,878
+2.8%
$34.1M0.8%$32.63
42
2024-Q2
Increased
880,517
+0.8%
$31.9M0.8%$30.93
41
2024-Q1
Increased
873,393
+2.8%
$32M0.9%$30.65
42
2023-Q4
Decreased
849,923
-2.6%
$30.9M0.9%$30.09
0
2023-Q3
Increased
872,433
+9131.1%
$30.3M1.0%$28.10
73
2023-Q2
Decreased
9,451
-14.2%
$333,6200.0%$28.10
0
2023-Q1
Increased
11,019
+1.3%
$391,7250.0%$27.82
24
2022-Q4
Increased
10,875
+31.1%
$375,5140.0%$26.69
30
2022-Q3
New
8,298
-
$279,0000.0%$25.45
32
2022-Q1
Exited
0
-100.0%
$00.0%$28.60
0
2021-Q4
First report
15,000
-
$618,0000.0%$30.05
0

Other major holders of USHY: JONES FINANCIAL COMPANIES LLLP, PRUDENTIAL PLC

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