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

Axa’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-11,620	Closed	-$650K	–	1261
2019 Q3	$650K	Hold	11,620	–	–	﹤0.01%	1055
2019 Q2	$649K	Hold	11,620	–	–	﹤0.01%	1055
2019 Q1	$627K	Hold	11,620	–	–	﹤0.01%	1068
2018 Q4	$540K	Hold	11,620	–	–	﹤0.01%	1073
2018 Q3	$641K	Hold	11,620	–	–	﹤0.01%	1105
2018 Q2	$616K	Hold	11,620	–	–	﹤0.01%	1099
2018 Q1	$600K	Hold	11,620	–	–	﹤0.01%	1123
2017 Q4	$605K	Hold	11,620	–	–	﹤0.01%	1119
2017 Q3	$573K	Hold	11,620	–	–	﹤0.01%	1084
2017 Q2	$558K	Hold	11,620	–	–	﹤0.01%	1036
2017 Q1	$544K	Hold	11,620	–	–	﹤0.01%	1061
2016 Q4	$520K	Hold	11,620	–	–	﹤0.01%	1045
2016 Q3	$506K	Hold	11,620	–	–	﹤0.01%	1019
2016 Q2	$489K	Hold	11,620	–	–	﹤0.01%	1016
2016 Q1	$473K	Hold	11,620	–	–	﹤0.01%	1003
2015 Q4	$465K	Hold	11,620	–	–	﹤0.01%	1043
2015 Q3	$452K	Hold	11,620	–	–	﹤0.01%	1074
2015 Q2	$495K	Hold	11,620	–	–	﹤0.01%	1089
2015 Q1	$503K	Hold	11,620	–	–	﹤0.01%	1094
2014 Q4	$485K	Hold	11,620	–	–	﹤0.01%	1114
2014 Q3	$460K	Hold	11,620	–	–	﹤0.01%	1083
2014 Q2	$472K	Hold	11,620	–	–	﹤0.01%	1090
2014 Q1	$450K	Hold	11,620	–	–	﹤0.01%	1093
2013 Q4	$436K	Hold	11,620	–	–	﹤0.01%	1095
2013 Q3	$404K	Sell	11,620 -8,800	-43%	-$301K	﹤0.01%	1043
2013 Q2	$663K	Buy	+20,420	New	+$662K	﹤0.01%	912

Other funds holding IWR

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Axa's IWR Position: Q4 2019 in Review

Axa sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2019, closing a stake of 11,620 shares — an estimated $650K sold.

Axa first reported a position in IWR in Q2 2013 and held it in 26 quarters. The position peaked at $663K in Q2 2013. 887 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

Axa reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2019 after selling out during the quarter.
Axa sold 11,620 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $650K.
Axa first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 26 quarters.
Axa's iShares Russell Mid-Cap ETF position peaked at $663K in Q2 2013.
887 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

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