Axiom Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$1.28K	Hold	19	–	–	﹤0.01%	77
2022 Q3	$1K	Sell	19 -20	-51%	-$1.38K	﹤0.01%	374
2022 Q2	$2K	Hold	39	–	–	0.01%	72
2022 Q1	$2K	Hold	39	–	–	﹤0.01%	84
2021 Q4	$3K	Sell	39 -64	-62%	-$5.25K	﹤0.01%	134
2021 Q3	$8K	Hold	103	–	–	0.01%	132
2021 Q2	$8K	Hold	103	–	–	0.01%	149
2021 Q1	$8K	Sell	103 -104	-50%	-$7.52K	0.01%	182
2020 Q4	$8	Buy	207 +104	+101%	+$6.63K	0.01%	127
2020 Q3	$5K	Hold	103	–	–	0.01%	128
2020 Q2	$5K	Hold	103	–	–	0.01%	117
2020 Q1	$5K	Hold	103	–	–	0.01%	113
2019 Q4	$5K	Hold	103	–	–	0.01%	132
2019 Q3	$5K	Buy	103 +39	+61%	+$2.18K	﹤0.01%	203
2019 Q2	$3K	Buy	+64	New	+$3.51K	﹤0.01%	447

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Axiom Investment Management's IWR Position: Q4 2022 in Review

Axiom Investment Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2022 at 19 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #77.

Axiom Investment Management first reported a position in IWR in Q2 2019 and has held it in 15 quarters since. The position peaked at $8K in Q3 2021. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Axiom Investment Management held 19 shares of iShares Russell Mid-Cap ETF worth $1.28K as of Q4 2022.
Axiom Investment Management left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2022.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Axiom Investment Management's portfolio in Q4 2022, its #77 holding.
Axiom Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 15 quarters since.
Axiom Investment Management's iShares Russell Mid-Cap ETF position peaked at $8K in Q3 2021.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

Based on Axiom Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.