Axiom Advisory’s iShares Russell 2000 ETF IWM Stock Holding History

Axiom Advisory’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$15.2M	Buy	71,235 +3,055	+4%	+$654K	0.14%	35
2024 Q2	$13.8M	Buy	68,180 +67,114	+6,296%	+$13.6M	0.15%	34
2024 Q1	$224K	Buy	1,066 +3	+0.3%	+$598	0.16%	34
2023 Q4	$213K	Buy	+1,063	New	+$190K	0.17%	34
2023 Q3	–	Sell	-1,101	Closed	-$206K	–	35
2023 Q2	$206K	Buy	+1,101	New	+$196K	0.18%	32
2022 Q2	–	Sell	-1,087	Closed	-$223K	–	30
2022 Q1	$223K	Buy	1,087 +188	+21%	+$38.4K	0.19%	29
2021 Q4	$200K	Buy	+899	New	+$203K	0.16%	31

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Axiom Advisory's IWM Position: Q3 2024 in Review

Axiom Advisory increased its iShares Russell 2000 ETF (IWM) stake by 4.5% in Q3 2024, buying an estimated $654K and bringing the position to 71,235 shares worth $15.2M. The position accounts for 0.14% of the portfolio, ranked #35.

Axiom Advisory first reported a position in IWM in Q4 2021 and has held it in 7 quarters since. 2,247 funds tracked by Wall St. Rank hold IWM as of Q3 2024.

Axiom Advisory held 71,235 shares of iShares Russell 2000 ETF worth $15.2M as of Q3 2024.
Axiom Advisory bought 3,055 iShares Russell 2000 ETF shares in Q3 2024, an estimated $654K.
iShares Russell 2000 ETF made up 0.14% of Axiom Advisory's portfolio in Q3 2024, its #35 holding.
Axiom Advisory first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 7 quarters since.
2,247 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2024.

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