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Axiom Advisory’s iShares Russell 1000 ETF IWB Stock Holding History

Axiom Advisory’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$9.78M Buy
32,258
+546
+2% +$165K 0.09% 43
2024
Q2 		$9.11M Buy
+31,712
New +$9.11M 0.1% 42

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axiom Advisory's IWB Position: Q3 2024 in Review

Axiom Advisory increased its iShares Russell 1000 ETF (IWB) stake by 1.7% in Q3 2024, buying an estimated $165K and bringing the position to 32,258 shares worth $9.78M. The position accounts for 0.09% of the portfolio, ranked #43.

Axiom Advisory first reported a position in IWB in Q2 2024 and has held it in 2 quarters since. 1,266 funds tracked by Wall St. Rank hold IWB as of Q3 2024.

  • Axiom Advisory held 32,258 shares of iShares Russell 1000 ETF worth $9.78M as of Q3 2024.
  • Axiom Advisory bought 546 iShares Russell 1000 ETF shares in Q3 2024, an estimated $165K.
  • iShares Russell 1000 ETF made up 0.09% of Axiom Advisory's portfolio in Q3 2024, its #43 holding.
  • Axiom Advisory first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,266 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2024.

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