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Axiom Advisory’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Axiom Advisory’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.65M Buy
6,016
+85
+1% +$23.3K 0.02% 129
2024
Q2 		$1.54M Buy
+5,931
New +$1.54M 0.02% 130

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Axiom Advisory's IWO Position: Q3 2024 in Review

Axiom Advisory increased its iShares Russell 2000 Growth ETF (IWO) stake by 1.4% in Q3 2024, buying an estimated $23.3K and bringing the position to 6,016 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #129.

Axiom Advisory first reported a position in IWO in Q2 2024 and has held it in 2 quarters since. 964 funds tracked by Wall St. Rank hold IWO as of Q3 2024.

  • Axiom Advisory held 6,016 shares of iShares Russell 2000 Growth ETF worth $1.65M as of Q3 2024.
  • Axiom Advisory bought 85 iShares Russell 2000 Growth ETF shares in Q3 2024, an estimated $23.3K.
  • iShares Russell 2000 Growth ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #129 holding.
  • Axiom Advisory first reported a position in iShares Russell 2000 Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2024.

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