iShares S&P 1500 Index Fund shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 13k | 145.65 |
| 2025-06-30 | $2.0M | 15k | 135.05 |
| 2025-03-31 | $1.5M | 12k | 122.01 |
| 2024-12-31 | $1.9M | 15k | 128.62 |
| 2024-09-30 | $1.9M | 15k | 125.62 |
| 2024-06-30 | $1.7M | 14k | 118.78 |
| 2024-03-31 | $1.5M | 13k | 115.30 |
| 2023-12-31 | $1.3M | 12k | 105.23 |
| 2023-09-30 | $1.3M | 14k | 94.19 |
| 2023-06-30 | $1.1M | 11k | 97.84 |
| 2023-03-31 | $958k | 11k | 90.55 |
| 2022-12-31 | $656k | 7.7k | 84.81 |
| 2022-09-30 | $613k | 7.7k | 79.48 |
| 2022-06-30 | $956k | 11k | 83.82 |
| 2022-03-31 | $907k | 9.0k | 100.91 |
| 2021-12-31 | $758k | 7.1k | 106.91 |