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iShares Dow Jones US Tele shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Tele (IYZ) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in iShares Dow Jones US Tele

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Tele held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Tele by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $303k 13k 22.76
2023-09-30 $248k 12k 21.30

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Option (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding iShares Dow Jones US Tele

Bank of America Corporation
Oakmont Partners
Orion Portfolio Solutions
Raymond James Financial Services Advisors
Wells Fargo & Company
Bnp Paribas Arbitrage, Snc
Barclays
Citigroup
Royal Bank of Canada
UBS Group
Advisory Services Network
Bank Of Montreal
Susquehanna International
Wintrust Financial Corporation
Jpmorgan Chase & Co

View all funds holding iShares Dow Jones US Tele