AXXCESS WEALTH MANAGEMENT, LLC
Position in SMMV — iShares MSCI USA Small-Cap Min Vol Factor ETF
CIK 1911056
CARLSBAD, CA
All Filings in SMMV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 SMMV | $901,174 | 21,736 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SMMV | $924,242 | 22,653 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 SMMV | $881,243 | 23,629 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 SMMV | $916,438 | 24,471 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 SMMV | $969,447 | 27,163 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 SMMV | $902,926 | 27,320 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 SMMV | $941,500 | 27,465 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 SMMV | $948,428 | 27,348 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 SMMV | $669,579 | 19,352 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||