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Ishares Tr edge msci minm shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr edge msci minm by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $969k 27k 35.69
2023-09-30 $903k 27k 33.05
2023-06-30 $942k 28k 34.28
2023-03-31 $948k 27k 34.68
2022-12-31 $670k 19k 34.60

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Option (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

Top funds holding Ishares Tr edge msci minm

Raymond James & Associates
Mercer Global Advisors
Bank of America Corporation
Raymond James Financial Services Advisors
Wealth Management Resources
Commonwealth Equity Services
UBS Group
Cambridge Investment Research Advisors
Raymond James Trust
Wade Financial Advisory
Summit Global Investments
Brickley Wealth Management
Creative Planning
Beacon Pointe Advisors
Royal Bank of Canada

View all funds holding Ishares Tr edge msci minm