Axiom Investment Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$4.86K	Buy	+83	New	+$4.98K	0.01%	74
2020 Q2	–	Sell	-508	Closed	-$21K	–	134
2020 Q1	$21K	Sell	508 -248	-33%	-$11.7K	0.04%	106
2019 Q4	$37K	Hold	756	–	–	0.05%	120
2019 Q3	$34K	Sell	756 -112	-13%	-$5.07K	0.03%	191
2019 Q2	$39K	Sell	868 -8,188	-90%	-$360K	0.01%	414
2019 Q1	$390K	Buy	+9,056	New	+$371K	0.07%	246

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Axiom Investment Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q4 2022: 83 shares worth $4.86K. The stake represents 0.01% of the portfolio and ranks #74 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in IVW as recently as Q1 2020.

Axiom Investment Management first reported a position in IVW in Q1 2019 and has held it in 6 quarters since. The position peaked at $390K in Q1 2019. 1,261 funds tracked by Wall St. Rank hold IVW as of Q4 2022.

Axiom Investment Management held 83 shares of iShares S&P 500 Growth ETF worth $4.86K as of Q4 2022.
iShares S&P 500 Growth ETF was a new Axiom Investment Management position in Q4 2022.
iShares S&P 500 Growth ETF made up 0.01% of Axiom Investment Management's portfolio in Q4 2022, its #74 holding.
Axiom Investment Management first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 6 quarters since.
Axiom Investment Management's iShares S&P 500 Growth ETF position peaked at $390K in Q1 2019.
1,261 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2022.

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