Axiom Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Axiom Investment Management’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$2.47K	Buy	+17	New	+$2.43K	0.01%	76
2020 Q2	–	Sell	-241	Closed	-$23K	–	133
2020 Q1	$23K	Hold	241	–	–	0.04%	105
2019 Q4	$31K	Hold	241	–	–	0.04%	123
2019 Q3	$29K	Hold	241	–	–	0.02%	193
2019 Q2	$28K	Sell	241 -4,312	-95%	-$494K	0.01%	421
2019 Q1	$513K	Buy	+4,553	New	+$500K	0.1%	213

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Axiom Investment Management's IVE Position: Q4 2022 in Review

Axiom Investment Management opened a new position in iShares S&P 500 Value ETF (IVE) in Q4 2022: 17 shares worth $2.47K. The stake represents 0.01% of the portfolio and ranks #76 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in IVE as recently as Q1 2020.

Axiom Investment Management first reported a position in IVE in Q1 2019 and has held it in 6 quarters since. The position peaked at $513K in Q1 2019. 1,118 funds tracked by Wall St. Rank hold IVE as of Q4 2022.

Axiom Investment Management held 17 shares of iShares S&P 500 Value ETF worth $2.47K as of Q4 2022.
iShares S&P 500 Value ETF was a new Axiom Investment Management position in Q4 2022.
iShares S&P 500 Value ETF made up 0.01% of Axiom Investment Management's portfolio in Q4 2022, its #76 holding.
Axiom Investment Management first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 6 quarters since.
Axiom Investment Management's iShares S&P 500 Value ETF position peaked at $513K in Q1 2019.
1,118 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.