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 $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return