ISHARES TR

Ticker: USMV CUSIP: 46429B697 Class: MSCI USA MIN VOL

AXXCESS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001911056)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 31,966 Value ($000) $3,010 Avg Close — Range —
Q3 2025
Shares 19,718 Value ($000) $1,876 Avg Close — Range —
Q2 2025
Shares 48,745 Value ($000) $4,576 Avg Close — Range —
Q1 2025
Shares 53,226 Value ($000) $4,985 Avg Close — Range —
Q4 2024
Shares 76,212 Value ($000) $6,767 Avg Close — Range —
Q3 2024
Shares 82,035 Value ($000) $7,491 Avg Close — Range —
Q2 2024
Shares 135,905 Value ($000) $11,411 Avg Close — Range —
Q1 2024
Shares 145,091 Value ($000) $12,127 Avg Close — Range —
Q4 2023
Shares 151,648 Value ($000) $11,833 Avg Close — Range —
Q3 2023
Shares 247,775 Value ($000) $17,934 Avg Close — Range —
Q4 2022
Shares 2,987 Value ($000) $215 Avg Close — Range —
Q4 2021
Shares 2,847 Value ($000) $230 Avg Close — Range —