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AXS Investments’s iShares Russell 2000 ETF IWM Stock Holding History

AXS Investments’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,200
Closed -$267K – 166
2021
Q4 		$267K Sell
1,200
-36,793
-97% -$8.31M 0.06% 146
2021
Q3 		$8.31M Buy
+37,993
New +$8.42M 3.12% 8

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AXS Investments's IWM Position: Q1 2022 in Review

AXS Investments sold out of iShares Russell 2000 ETF (IWM) in Q1 2022, closing a stake of 1,200 shares — an estimated $267K sold.

AXS Investments first reported a position in IWM in Q3 2021 and held it in 2 quarters. The position peaked at $8.31M in Q3 2021. 1,937 funds tracked by Wall St. Rank hold IWM as of Q1 2022.

  • AXS Investments reported no remaining iShares Russell 2000 ETF position as of Q1 2022 after selling out during the quarter.
  • AXS Investments sold 1,200 iShares Russell 2000 ETF shares in Q1 2022, an estimated $267K.
  • AXS Investments first reported a position in iShares Russell 2000 ETF in Q3 2021 and held it in 2 quarters.
  • AXS Investments's iShares Russell 2000 ETF position peaked at $8.31M in Q3 2021.
  • 1,937 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2022.

Based on AXS Investments's 13F filing for Q1 2022, filed 13 May 2022.