iShares S&P 500 Value Index shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in iShares S&P 500 Value Index
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Quarterly reported holdings in iShares S&P 500 Value Index by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $215k | 1.0k | 206.53 |
| 2025-06-30 | $566k | 2.9k | 195.43 |
| 2025-03-31 | $545k | 2.9k | 190.58 |
| 2024-12-31 | $2.7M | 14k | 190.88 |
| 2024-09-30 | $2.1M | 11k | 197.17 |
| 2024-06-30 | $1.3M | 7.4k | 182.01 |
| 2024-03-31 | $1.7M | 9.1k | 186.81 |
| 2023-12-31 | $1.1M | 6.3k | 173.89 |
| 2023-09-30 | $1.2M | 8.0k | 153.84 |
| 2023-06-30 | $1.3M | 8.3k | 161.19 |
| 2023-03-31 | $1.3M | 8.8k | 151.76 |
| 2022-12-31 | $1.6M | 11k | 145.07 |
| 2022-09-30 | $1.5M | 11k | 128.51 |
| 2022-06-30 | $1.5M | 11k | 137.41 |