AA
IWS icon

Axiom Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Axiom Advisory’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$527K Buy
4,160
+58
+1% +$7.33K ﹤0.01% 218
2024
Q2 		$498K Buy
+4,102
New +$498K 0.01% 222

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Axiom Advisory's IWS Position: Q3 2024 in Review

Axiom Advisory increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.4% in Q3 2024, buying an estimated $7.33K and bringing the position to 4,160 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Axiom Advisory first reported a position in IWS in Q2 2024 and has held it in 2 quarters since. 878 funds tracked by Wall St. Rank hold IWS as of Q3 2024.

  • Axiom Advisory held 4,160 shares of iShares Russell Mid-Cap Value ETF worth $527K as of Q3 2024.
  • Axiom Advisory bought 58 iShares Russell Mid-Cap Value ETF shares in Q3 2024, an estimated $7.33K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #218 holding.
  • Axiom Advisory first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2024 and has held it in 2 quarters since.
  • 878 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2024.

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