iShares S&P 500 Growth Index shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 15k | 120.72 |
| 2025-06-30 | $1.3M | 12k | 110.10 |
| 2025-03-31 | $1.5M | 17k | 92.83 |
| 2024-12-31 | $1.6M | 16k | 101.53 |
| 2024-09-30 | $1.0M | 11k | 95.75 |
| 2024-06-30 | $798k | 8.6k | 92.54 |
| 2024-03-31 | $774k | 9.2k | 84.44 |
| 2023-12-31 | $1.2M | 16k | 75.10 |
| 2023-09-30 | $1.1M | 16k | 68.42 |
| 2023-06-30 | $988k | 14k | 70.48 |
| 2023-03-31 | $880k | 14k | 63.89 |
| 2022-12-31 | $572k | 9.8k | 58.44 |
| 2022-09-30 | $562k | 9.7k | 57.87 |
| 2022-06-30 | $584k | 9.7k | 60.34 |
| 2022-03-31 | $426k | 5.6k | 76.37 |
| 2021-12-31 | $467k | 5.6k | 83.72 |