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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-287	Closed	-$154K	–	205
2020 Q4	$154K	Sell	287 -249	-46%	-$63.5K	0.14%	113
2020 Q3	$119K	Buy	536 +1	+0.2%	+$219	0.13%	109
2020 Q2	$111K	Buy	535 +1	+0.2%	+$187	0.15%	101
2020 Q1	$85K	Buy	534 +1	+0.2%	+$199	0.15%	93
2019 Q4	$114K	Buy	533 +1	+0.2%	+$203	0.16%	109
2019 Q3	$103K	Buy	532 +1	+0.2%	+$198	0.08%	175
2019 Q2	$107K	Buy	+531	New	+$105K	0.02%	386

Other funds holding IWO

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Axiom Investment Management's IWO Position: Q1 2021 in Review

Axiom Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2021, closing a stake of 287 shares — an estimated $154K sold.

Axiom Investment Management first reported a position in IWO in Q2 2019 and held it in 7 quarters. The position peaked at $154K in Q4 2020. 825 funds tracked by Wall St. Rank hold IWO as of Q1 2021.

Axiom Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2021 after selling out during the quarter.
Axiom Investment Management sold 287 iShares Russell 2000 Growth ETF shares in Q1 2021, an estimated $154K.
Axiom Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2019 and held it in 7 quarters.
Axiom Investment Management's iShares Russell 2000 Growth ETF position peaked at $154K in Q4 2020.
825 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2021.

Based on Axiom Investment Management's 13F filing for Q1 2021, filed 13 May 2021.