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Axiom Advisory’s iShares S&P 500 Growth ETF IVW Stock Holding History

Axiom Advisory’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$19.2M Buy
208,261
+3,395
+2% +$313K 0.18% 31
2024
Q2 		$17.7M Buy
204,866
+201,615
+6,202% +$17.4M 0.19% 30
2024
Q1 		$275K Buy
3,251
+3
+0.1% +$241 0.2% 31
2023
Q4 		$244K Buy
3,248
+1
+0% +$71 0.2% 30
2023
Q3 		$222K Hold
3,247
– – 0.2% 30
2023
Q2 		$229K Sell
3,247
-28
-0.9% -$1.85K 0.2% 29
2023
Q1 		$211K Buy
+3,275
New +$200K 0.2% 28
2022
Q2 		– Sell
-2,840
Closed -$217K – 29
2022
Q1 		$217K Hold
2,840
– – 0.18% 30
2021
Q4 		$238K Buy
+2,840
New +$229K 0.2% 29

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Axiom Advisory's IVW Position: Q3 2024 in Review

Axiom Advisory increased its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q3 2024, buying an estimated $313K and bringing the position to 208,261 shares worth $19.2M. The position accounts for 0.18% of the portfolio, ranked #31.

Axiom Advisory first reported a position in IVW in Q4 2021 and has held it in 9 quarters since. 1,701 funds tracked by Wall St. Rank hold IVW as of Q3 2024.

  • Axiom Advisory held 208,261 shares of iShares S&P 500 Growth ETF worth $19.2M as of Q3 2024.
  • Axiom Advisory bought 3,395 iShares S&P 500 Growth ETF shares in Q3 2024, an estimated $313K.
  • iShares S&P 500 Growth ETF made up 0.18% of Axiom Advisory's portfolio in Q3 2024, its #31 holding.
  • Axiom Advisory first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 9 quarters since.
  • 1,701 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.