AIM
IWN icon

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

Axiom Investment Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-657
Closed -$64K – 137
2020
Q2 		$64K Buy
657
+3
+0.5% +$273 0.08% 106
2020
Q1 		$54K Buy
654
+4
+0.6% +$449 0.1% 100
2019
Q4 		$84K Buy
650
+4
+0.6% +$495 0.12% 115
2019
Q3 		$77K Buy
646
+3
+0.5% +$354 0.06% 179
2019
Q2 		$77K Buy
+643
New +$77.7K 0.01% 399

Other funds holding IWN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Axiom Investment Management's IWN Position: Q3 2020 in Review

Axiom Investment Management sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2020, closing a stake of 657 shares — an estimated $64K sold.

Axiom Investment Management first reported a position in IWN in Q2 2019 and held it in 5 quarters. The position peaked at $84K in Q4 2019. 634 funds tracked by Wall St. Rank hold IWN as of Q3 2020.

  • Axiom Investment Management reported no remaining iShares Russell 2000 Value ETF position as of Q3 2020 after selling out during the quarter.
  • Axiom Investment Management sold 657 iShares Russell 2000 Value ETF shares in Q3 2020, an estimated $64K.
  • Axiom Investment Management first reported a position in iShares Russell 2000 Value ETF in Q2 2019 and held it in 5 quarters.
  • Axiom Investment Management's iShares Russell 2000 Value ETF position peaked at $84K in Q4 2019.
  • 634 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2020.

Based on Axiom Investment Management's 13F filing for Q3 2020, filed 16 Mar 2021.