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iShares Dow Jones US Pharm Indx shares owned by Axxcess Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Pharm Indx 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 Pharm Indx by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $240k 3.4k 70.61
2024-06-30 $224k 3.4k 66.31
2024-03-31 $228k 3.4k 67.89
2023-12-31 $207k 1.1k 185.42
2022-12-31 $205k 1.1k 186.14

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 Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding iShares Dow Jones US Pharm Indx

Fisher Investments
Morgan Stanley
Rockport Wealth
Bank of America Corporation
Brown Advisory Holdings Incorporated
LPL Financial
Royal Bank of Canada
Wells Fargo & Company
Susquehanna International
Raymond James & Associates
Peapack Gladstone Financial Corp
Southern Capital Advisors
Commonwealth Equity Services
Thrivent Financial for Lutherans
Merit Financial Group

View all funds holding iShares Dow Jones US Pharm Indx