Allianz Life Insurance of North America’s iShares Russell 2000 ETF IWM Stock Holding History

Allianz Life Insurance of North America’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
2018 Q3	$720K	Buy	4,269 +226	+6%	+$38.2K	0.79%	38
2018 Q2	$662K	Sell	4,043 -1,441	-26%	-$231K	0.78%	43
2018 Q1	$833K	Buy	5,484 +2,130	+64%	+$329K	1.16%	19
2017 Q4	$511K	Buy	3,354 +25	+0.8%	+$3.75K	1.11%	19
2017 Q3	$493K	Sell	3,329 -1,302	-28%	-$183K	1.3%	18
2017 Q2	$479K	Buy	4,631 +142	+3%	+$19.7K	1.39%	18
2017 Q1	$458K	Buy	+4,489	New	+$613K	1.44%	17

Other funds holding IWM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Allianz Life Insurance of North America's IWM Position: Q3 2018 in Review

Allianz Life Insurance of North America increased its iShares Russell 2000 ETF (IWM) stake by 5.6% in Q3 2018, buying an estimated $38.2K and bringing the position to 4,269 shares worth $720K. The position accounts for 0.79% of the portfolio, ranked #38.

Allianz Life Insurance of North America first reported a position in IWM in Q1 2017 and has held it in 7 quarters since. The position peaked at $833K in Q1 2018. 1,303 funds tracked by Wall St. Rank hold IWM as of Q3 2018.

Allianz Life Insurance of North America held 4,269 shares of iShares Russell 2000 ETF worth $720K as of Q3 2018.
Allianz Life Insurance of North America bought 226 iShares Russell 2000 ETF shares in Q3 2018, an estimated $38.2K.
iShares Russell 2000 ETF made up 0.79% of Allianz Life Insurance of North America's portfolio in Q3 2018, its #38 holding.
Allianz Life Insurance of North America first reported a position in iShares Russell 2000 ETF in Q1 2017 and has held it in 7 quarters since.
Allianz Life Insurance of North America's iShares Russell 2000 ETF position peaked at $833K in Q1 2018.
1,303 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2018.

Based on Allianz Life Insurance of North America's 13F filing for Q3 2018, filed 16 Oct 2018.