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

Ariel 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
2020 Q1	–	Sell	-23,900	Closed	-$3.96M	–	151
2019 Q4	$3.96M	Buy	+23,900	New	+$3.78M	0.05%	116
2018 Q1	–	Sell	-13,700	Closed	-$2.09M	–	173
2017 Q4	$2.09M	Sell	13,700 -24,600	-64%	-$3.7M	0.02%	160
2017 Q3	$5.67M	Sell	38,300 -6,100	-14%	-$858K	0.07%	141
2017 Q2	$6.26M	Buy	+44,400	New	+$6.15M	0.07%	139
2017 Q1	–	Sell	-9,341	Closed	-$1.26M	–	193
2016 Q4	$1.26M	Buy	+9,341	New	+$1.19M	0.01%	178

Other funds holding IWM

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

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 $5.72T AUM 30.48% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ariel Investments's IWM Position: Q1 2020 in Review

Ariel Investments sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 23,900 shares — an estimated $3.96M sold.

Ariel Investments first reported a position in IWM in Q4 2016 and held it in 5 quarters. The position peaked at $6.26M in Q2 2017. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Ariel Investments reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Ariel Investments sold 23,900 iShares Russell 2000 ETF shares in Q1 2020, an estimated $3.96M.
Ariel Investments first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 5 quarters.
Ariel Investments's iShares Russell 2000 ETF position peaked at $6.26M in Q2 2017.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Ariel Investments's 13F filing for Q1 2020, filed 14 May 2020.