Axiom Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.9K	Buy	+161	New	+$41.5K	0.03%	219
2021 Q1	–	Sell	-392	Closed	-$137	–	204
2020 Q4	$137	Buy	392 +360	+1,125%	+$63K	0.12%	114
2020 Q3	$5K	Hold	32	–	–	0.01%	127
2020 Q2	$5K	Hold	32	–	–	0.01%	116
2020 Q1	$3K	Hold	32	–	–	0.01%	115
2019 Q4	$5K	Sell	32 -10	-24%	-$1.58K	0.01%	131
2019 Q3	$7K	Buy	42 +12	+40%	+$1.83K	0.01%	202
2019 Q2	$5K	Buy	30 +20	+200%	+$3.08K	﹤0.01%	439
2019 Q1	$2K	Buy	+10	New	+$1.5K	﹤0.01%	432

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Axiom Investment Management's IWM Position: Q1 2026 in Review

Axiom Investment Management opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 161 shares worth $39.9K. The stake represents 0.03% of the portfolio and ranks #219 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in IWM as recently as Q4 2020.

Axiom Investment Management first reported a position in IWM in Q1 2019 and has held it in 9 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Axiom Investment Management held 161 shares of iShares Russell 2000 ETF worth $39.9K as of Q1 2026.
iShares Russell 2000 ETF was a new Axiom Investment Management position in Q1 2026.
iShares Russell 2000 ETF made up 0.03% of Axiom Investment Management's portfolio in Q1 2026, its #219 holding.
Axiom Investment Management first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 9 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.