AIM
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Axiom Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Axiom Investment Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-491
Closed -$62K – 328
2019
Q2 		$62K Hold
491
– – 0.01% 407
2019
Q1 		$61K Buy
+491
New +$59K 0.01% 395

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Axiom Investment Management's IWD Position: Q3 2019 in Review

Axiom Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2019, closing a stake of 491 shares — an estimated $62K sold.

Axiom Investment Management first reported a position in IWD in Q1 2019 and held it in 2 quarters. The position peaked at $62K in Q2 2019. 962 funds tracked by Wall St. Rank hold IWD as of Q3 2019.

  • Axiom Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 491 iShares Russell 1000 Value ETF shares in Q3 2019, an estimated $62K.
  • Axiom Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and held it in 2 quarters.
  • Axiom Investment Management's iShares Russell 1000 Value ETF position peaked at $62K in Q2 2019.
  • 962 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.