AA
IWN icon

Axiom Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

Axiom Advisory’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$326K Buy
1,985
+17
+0.9% +$2.76K ﹤0.01% 250
2024
Q2 		$301K Buy
+1,968
New +$301K ﹤0.01% 250

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axiom Advisory's IWN Position: Q3 2024 in Review

Axiom Advisory increased its iShares Russell 2000 Value ETF (IWN) stake by 0.86% in Q3 2024, buying an estimated $2.76K and bringing the position to 1,985 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Axiom Advisory first reported a position in IWN in Q2 2024 and has held it in 2 quarters since. 975 funds tracked by Wall St. Rank hold IWN as of Q3 2024.

  • Axiom Advisory held 1,985 shares of iShares Russell 2000 Value ETF worth $326K as of Q3 2024.
  • Axiom Advisory bought 17 iShares Russell 2000 Value ETF shares in Q3 2024, an estimated $2.76K.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #250 holding.
  • Axiom Advisory first reported a position in iShares Russell 2000 Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 975 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2024.

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