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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 -$154 – 205
2020
Q4 		$154 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CK
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 $154 sold.

Axiom Investment Management first reported a position in IWO in Q2 2019 and held it in 7 quarters. The position peaked at $119K in Q3 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 $154.
  • 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 $119K in Q3 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.