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

Axiom Investors’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
2026 Q2	$18.3M	Buy	46,400 +15,900	+52%	+$5.8M	0.16%	60
2026 Q1	$9.57M	Sell	30,500 -16,600	-35%	-$5.52M	0.11%	78
2025 Q4	$15.2M	Sell	47,100 -7,000	-13%	-$2.28M	0.13%	66
2025 Q3	$17.3M	Buy	54,100 +35,500	+191%	+$10.7M	0.13%	65
2025 Q2	$5.32M	Sell	18,600 -9,900	-35%	-$2.61M	0.04%	96
2025 Q1	$7.28M	Sell	28,500 -18,300	-39%	-$5.16M	0.07%	88
2024 Q4	$13.5M	Sell	46,800 -3,200	-6%	-$947K	0.1%	82
2024 Q3	$14.2M	Sell	50,000 -2,100	-4%	-$575K	0.12%	77
2024 Q2	$13.7M	Buy	52,100 +13,800	+36%	+$3.58M	0.12%	73
2024 Q1	$10.4M	Sell	38,300 -12,100	-24%	-$3.09M	0.09%	85
2023 Q4	$12.7M	Buy	+50,400	New	+$11.4M	0.12%	76

Other funds holding IWO

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Axiom Investors's IWO Position: Q2 2026 in Review

Axiom Investors increased its iShares Russell 2000 Growth ETF (IWO) stake by 52% in Q2 2026, buying an estimated $5.8M and bringing the position to 46,400 shares worth $18.3M. The position accounts for 0.16% of the portfolio, ranked #60.

Axiom Investors first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Axiom Investors held 46,400 shares of iShares Russell 2000 Growth ETF worth $18.3M as of Q2 2026.
Axiom Investors bought 15,900 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $5.8M.
iShares Russell 2000 Growth ETF made up 0.16% of Axiom Investors's portfolio in Q2 2026, its #60 holding.
Axiom Investors first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Axiom Investors's 13F filing for Q2 2026, filed 12 Aug 2026.