Axa’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Axa’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-83,908	Closed	-$5.93M	–	1260
2019 Q3	$5.93M	Sell	83,908 -12,400	-13%	-$891K	0.02%	594
2019 Q2	$6.87M	Hold	96,308	–	–	0.03%	563
2019 Q1	$6.53M	Buy	96,308 +14,000	+17%	+$899K	0.03%	565
2018 Q4	$4.68M	Hold	82,308	–	–	0.02%	623
2018 Q3	$5.58M	Hold	82,308	–	–	0.02%	640
2018 Q2	$5.21M	Hold	82,308	–	–	0.02%	641
2018 Q1	$5.06M	Buy	82,308 +69,400	+538%	+$4.33M	0.02%	647
2017 Q4	$779K	Hold	12,908	–	–	﹤0.01%	1068
2017 Q3	$731K	Hold	12,908	–	–	﹤0.01%	1034
2017 Q2	$697K	Hold	12,908	–	–	﹤0.01%	1001
2017 Q1	$670K	Hold	12,908	–	–	﹤0.01%	1022
2016 Q4	$629K	Sell	12,908 -84,200	-87%	-$4.06M	﹤0.01%	1004
2016 Q3	$4.73M	Hold	97,108	–	–	0.02%	580
2016 Q2	$4.54M	Sell	97,108 -17,000	-15%	-$786K	0.02%	583
2016 Q1	$5.26M	Sell	114,108 -41,400	-27%	-$1.79M	0.02%	554
2015 Q4	$7.15M	Hold	155,508	–	–	0.03%	468
2015 Q3	$6.89M	Hold	155,508	–	–	0.03%	478
2015 Q2	$7.53M	Hold	155,508	–	–	0.03%	476
2015 Q1	$7.61M	Buy	155,508 +143,800	+1,228%	+$6.86M	0.03%	465
2014 Q4	$546K	Hold	11,708	–	–	﹤0.01%	1090
2014 Q3	$517K	Hold	11,708	–	–	﹤0.01%	1059
2014 Q2	$524K	Hold	11,708	–	–	﹤0.01%	1059
2014 Q1	$502K	Hold	11,708	–	–	﹤0.01%	1067
2013 Q4	$494K	Hold	11,708	–	–	﹤0.01%	1069
2013 Q3	$458K	Hold	11,708	–	–	﹤0.01%	1017
2013 Q2	$420K	Buy	+11,708	New	+$418K	﹤0.01%	1001

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Axa's IWP Position: Q4 2019 in Review

Axa sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2019, closing a stake of 83,908 shares — an estimated $5.93M sold.

Axa first reported a position in IWP in Q2 2013 and held it in 26 quarters. The position peaked at $7.61M in Q1 2015. 689 funds tracked by Wall St. Rank hold IWP as of Q4 2019.

Axa reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Axa sold 83,908 iShares Russell Mid-Cap Growth ETF shares in Q4 2019, an estimated $5.93M.
Axa first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and held it in 26 quarters.
Axa's iShares Russell Mid-Cap Growth ETF position peaked at $7.61M in Q1 2015.
689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2019.

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