iShares S&P 500 Index shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 25k | 669.31 |
| 2025-06-30 | $16M | 26k | 620.91 |
| 2025-03-31 | $13M | 24k | 561.92 |
| 2024-12-31 | $16M | 27k | 588.70 |
| 2024-09-30 | $19M | 34k | 576.81 |
| 2024-06-30 | $17M | 32k | 547.22 |
| 2024-03-31 | $15M | 28k | 525.73 |
| 2023-12-31 | $13M | 28k | 477.63 |
| 2023-09-30 | $11M | 27k | 429.45 |
| 2023-06-30 | $7.8M | 18k | 445.72 |
| 2023-03-31 | $8.1M | 20k | 411.09 |
| 2022-12-31 | $6.8M | 18k | 384.30 |
| 2022-09-30 | $5.5M | 15k | 358.63 |
| 2022-06-30 | $5.7M | 15k | 379.21 |
| 2022-03-31 | $5.4M | 12k | 453.77 |
| 2021-12-31 | $6.1M | 13k | 476.93 |