Axa
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Axa’s iShares Russell 2000 ETF IWM Stock Holding History

Axa’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,147
Closed -$1.67M – 1165
2022
Q1 		$1.67M Buy
8,147
+236
+3% +$48.1K ﹤0.01% 865
2021
Q4 		$1.76M Buy
7,911
+604
+8% +$136K ﹤0.01% 865
2021
Q3 		$1.6M Buy
7,307
+934
+15% +$207K ﹤0.01% 902
2021
Q2 		$1.46M Buy
6,373
+248
+4% +$55.8K ﹤0.01% 936
2021
Q1 		$1.35M Buy
6,125
+100
+2% +$21.8K ﹤0.01% 919
2020
Q4 		$1.18M Sell
6,025
-1,108
-16% -$194K ﹤0.01% 946
2020
Q3 		$1.07M Buy
7,133
+346
+5% +$52.1K ﹤0.01% 933
2020
Q2 		$972K Buy
6,787
+1,829
+37% +$240K ﹤0.01% 958
2020
Q1 		$567K Buy
4,958
+586
+13% +$87.4K ﹤0.01% 950
2019
Q4 		$724K Sell
4,372
-753
-15% -$119K ﹤0.01% 934
2019
Q3 		$776K Buy
5,125
+1,367
+36% +$209K ﹤0.01% 1030
2019
Q2 		$584K Buy
3,758
+811
+28% +$125K ﹤0.01% 1068
2019
Q1 		$452K Buy
+2,947
New +$443K ﹤0.01% 1119

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Axa's IWM Position: Q2 2022 in Review

Axa sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 8,147 shares — an estimated $1.67M sold.

Axa first reported a position in IWM in Q1 2019 and held it in 13 quarters. The position peaked at $1.76M in Q4 2021. 1,858 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

  • Axa reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
  • Axa sold 8,147 iShares Russell 2000 ETF shares in Q2 2022, an estimated $1.67M.
  • Axa first reported a position in iShares Russell 2000 ETF in Q1 2019 and held it in 13 quarters.
  • Axa's iShares Russell 2000 ETF position peaked at $1.76M in Q4 2021.
  • 1,858 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on Axa's 13F filing for Q2 2022, filed 15 Aug 2022.