Position history for AXXCESS WEALTH MANAGEMENT, LLC's holdings in ISHARES TR
AXXCESS WEALTH MANAGEMENT, LLC holds 1M shares of USHY (ISHARES TR), worth $38.1M as of 2025-Q4. The position was increased (++11.7% shares). USHY represents 0.7% of AXXCESS WEALTH MANAGEMENT, LLC's portfolio.
Current Value
$38.1M
Current Shares
1M
Total Value Change
+$6.2M
Total Shares Change
+139,544
Other major holders of USHY: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1M |
+11.7% |
| $38.1M |
| 0.7% |
| $37.22 |
46 |
| 2025-Q3 | Increased | 913,369 | +4.7% | $34.5M | 0.7% | $36.74 | 43 |
| 2025-Q2 | Decreased | 872,245 | -2.0% | $32.7M | 0.8% | $35.74 | 0 |
| 2025-Q1 | Decreased | 889,962 | -2.6% | $32.8M | 0.9% | $34.54 | 0 |
| 2024-Q4 | Increased | 913,905 | +1.0% | $33.6M | 0.8% | $34.16 | 41 |
| 2024-Q3 | Increased | 904,878 | +2.8% | $34.1M | 0.8% | $34.20 | 42 |
| 2024-Q2 | Increased | 880,517 | +0.8% | $31.9M | 0.8% | $32.39 | 41 |