Axa
IWF icon

Axa’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Axa’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,008,160
Closed -$160M – 1259
2019
Q3 		$160M Sell
4,008,160
-131,600
-3% -$5.28M 0.64% 20
2019
Q2 		$163M Sell
4,139,760
-1,600
-0% -$61.9K 0.64% 16
2019
Q1 		$157M Sell
4,141,360
-206,400
-5% -$7.42M 0.61% 21
2018
Q4 		$142M Buy
4,347,760
+23,200
+0.5% +$818K 0.62% 20
2018
Q3 		$169M Buy
4,324,560
+21,200
+0.5% +$803K 0.62% 24
2018
Q2 		$155M Sell
4,303,360
-326,800
-7% -$11.5M 0.59% 23
2018
Q1 		$158M Buy
4,630,160
+92,800
+2% +$3.25M 0.63% 19
2017
Q4 		$153M Buy
4,537,360
+139,600
+3% +$4.58M 0.6% 26
2017
Q3 		$137M Buy
4,397,760
+27,200
+0.6% +$832K 0.59% 29
2017
Q2 		$130M Buy
4,370,560
+402,800
+10% +$11.8M 0.59% 27
2017
Q1 		$113M Sell
3,967,760
-337,600
-8% -$9.36M 0.51% 35
2016
Q4 		$113M Sell
4,305,360
-354,000
-8% -$9.19M 0.53% 36
2016
Q3 		$121M Buy
4,659,360
+77,600
+2% +$2.02M 0.53% 36
2016
Q2 		$115M Sell
4,581,760
-105,200
-2% -$2.63M 0.51% 37
2016
Q1 		$117M Buy
4,686,960
+65,200
+1% +$1.54M 0.52% 40
2015
Q4 		$115M Buy
4,621,760
+75,600
+2% +$1.89M 0.5% 42
2015
Q3 		$106M Buy
4,546,160
+136,800
+3% +$3.37M 0.43% 46
2015
Q2 		$109M Buy
4,409,360
+4,000
+0.1% +$101K 0.44% 47
2015
Q1 		$109M Buy
4,405,360
+82,400
+2% +$2.01M 0.45% 50
2014
Q4 		$103M Buy
4,322,960
+602,000
+16% +$14.1M 0.41% 59
2014
Q3 		$85.2M Buy
3,720,960
+162,400
+5% +$3.72M 0.36% 65
2014
Q2 		$80.9M Buy
3,558,560
+42,800
+1% +$939K 0.34% 72
2014
Q1 		$76.1M Buy
3,515,760
+22,000
+0.6% +$472K 0.33% 68
2013
Q4 		$75.1M Buy
3,493,760
+113,080
+3% +$2.32M 0.34% 69
2013
Q3 		$66.1M Sell
3,380,680
-500,800
-13% -$9.59M 0.33% 72
2013
Q2 		$70.6M Buy
+3,881,480
New +$71.1M 0.38% 61

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BL
Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Axa's IWF Position: Q4 2019 in Review

Axa sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2019, closing a stake of 4,008,160 shares — an estimated $160M sold.

Axa first reported a position in IWF in Q2 2013 and held it in 26 quarters. The position peaked at $169M in Q3 2018. 1,285 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

  • Axa reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Axa sold 4,008,160 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $160M.
  • Axa first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 26 quarters.
  • Axa's iShares Russell 1000 Growth ETF position peaked at $169M in Q3 2018.
  • 1,285 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

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