Axa
IWB icon

Axa’s iShares Russell 1000 ETF IWB Stock Holding History

Axa’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-254,255
Closed -$41.8M – 1256
2019
Q3 		$41.8M Sell
254,255
-5,400
-2% -$886K 0.17% 160
2019
Q2 		$42.3M Hold
259,655
– – 0.17% 173
2019
Q1 		$40.8M Hold
259,655
– – 0.16% 173
2018
Q4 		$36M Hold
259,655
– – 0.16% 178
2018
Q3 		$42M Hold
259,655
– – 0.15% 175
2018
Q2 		$39.5M Sell
259,655
-1,600
-0.6% -$241K 0.15% 181
2018
Q1 		$38.4M Hold
261,255
– – 0.15% 171
2017
Q4 		$38.8M Hold
261,255
– – 0.15% 187
2017
Q3 		$36.5M Hold
261,255
– – 0.16% 186
2017
Q2 		$35.3M Hold
261,255
– – 0.16% 181
2017
Q1 		$34.3M Hold
261,255
– – 0.15% 188
2016
Q4 		$32.5M Hold
261,255
– – 0.15% 181
2016
Q3 		$31.5M Buy
261,255
+400
+0.2% +$48.1K 0.14% 199
2016
Q2 		$30.5M Hold
260,855
– – 0.14% 201
2016
Q1 		$29.8M Buy
260,855
+23,300
+10% +$2.52M 0.13% 202
2015
Q4 		$26.9M Hold
237,555
– – 0.12% 223
2015
Q3 		$25.4M Hold
237,555
– – 0.1% 223
2015
Q2 		$27.6M Hold
237,555
– – 0.11% 210
2015
Q1 		$27.5M Buy
237,555
+5,600
+2% +$647K 0.11% 214
2014
Q4 		$26.6M Buy
231,955
+28,100
+14% +$3.15M 0.11% 215
2014
Q3 		$22.4M Hold
203,855
– – 0.1% 239
2014
Q2 		$22.4M Buy
203,855
+1,500
+0.7% +$160K 0.09% 247
2014
Q1 		$21.2M Hold
202,355
– – 0.09% 238
2013
Q4 		$20.9M Hold
202,355
– – 0.09% 242
2013
Q3 		$19.1M Buy
202,355
+124,628
+160% +$11.6M 0.09% 239
2013
Q2 		$6.99M Buy
+77,727
New +$6.96M 0.04% 419

Other funds holding IWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $4.65B AUM 15.85% 1-Year Est. Return

Axa's IWB Position: Q4 2019 in Review

Axa sold out of iShares Russell 1000 ETF (IWB) in Q4 2019, closing a stake of 254,255 shares — an estimated $41.8M sold.

Axa first reported a position in IWB in Q2 2013 and held it in 26 quarters. The position peaked at $42.3M in Q2 2019. 818 funds tracked by Wall St. Rank hold IWB as of Q4 2019.

  • Axa reported no remaining iShares Russell 1000 ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 254,255 iShares Russell 1000 ETF shares in Q4 2019, an estimated $41.8M.
  • Axa first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 26 quarters.
  • Axa's iShares Russell 1000 ETF position peaked at $42.3M in Q2 2019.
  • 818 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.