iShares S&P SmallCap 600 Index shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $46M | 391k | 118.83 |
| 2025-06-30 | $39M | 353k | 109.29 |
| 2025-03-31 | $37M | 349k | 104.57 |
| 2024-12-31 | $40M | 350k | 115.22 |
| 2024-09-30 | $42M | 362k | 116.96 |
| 2024-06-30 | $33M | 311k | 106.66 |
| 2024-03-31 | $35M | 315k | 110.52 |
| 2023-12-31 | $33M | 305k | 108.25 |
| 2023-09-30 | $28M | 299k | 94.33 |
| 2023-06-30 | $845k | 8.5k | 99.65 |
| 2023-03-31 | $1.7M | 17k | 96.70 |
| 2022-12-31 | $1.4M | 15k | 94.67 |
| 2022-09-30 | $679k | 7.8k | 87.19 |
| 2022-06-30 | $950k | 10k | 92.39 |
| 2022-03-31 | $1.4M | 13k | 107.87 |
| 2021-12-31 | $1.3M | 12k | 114.48 |
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