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Axiom Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Axiom Advisory’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.21M Buy
13,312
+152
+1% +$13.8K 0.01% 148
2024
Q2 		$1.12M Buy
+13,160
New +$1.12M 0.01% 145

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Axiom Advisory's IWF Position: Q3 2024 in Review

Axiom Advisory increased its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q3 2024, buying an estimated $13.8K and bringing the position to 13,312 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #148.

Axiom Advisory first reported a position in IWF in Q2 2024 and has held it in 2 quarters since. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

  • Axiom Advisory held 13,312 shares of iShares Russell 1000 Growth ETF worth $1.21M as of Q3 2024.
  • Axiom Advisory bought 152 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $13.8K.
  • iShares Russell 1000 Growth ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #148 holding.
  • Axiom Advisory first reported a position in iShares Russell 1000 Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

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