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iShares Dow Jones US Brok-Dea. Ind.ETF shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in iShares Dow Jones US Brok-Dea. Ind.ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Brok-Dea. Ind.ETF 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 Brok-Dea. Ind.ETF by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $218k 1.2k 176.92
2025-06-30 $226k 1.3k 169.10

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Broadcom (AVGO)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding iShares Dow Jones US Brok-Dea. Ind.ETF

Fisher Investments
Harel Insurance Investments & Financial Services
Morgan Stanley
LPL Financial
Two Sigma Investments
Wells Fargo & Company
Mml Investors Services
SPC Financial
Ameriprise Financial
UBS Group
Advisor Group Holdings
Stifel Financial
WESPAC Advisors SoCal
Royal Bank of Canada
Raymond James Financial

View all funds holding iShares Dow Jones US Brok-Dea. Ind.ETF