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Empire Life Investments’s iShares Russell 2000 ETF IWM Stock Holding History

Empire Life 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
2019
Q1 		– Sell
-2,343
Closed -$314K – 98
2018
Q4 		$314K Buy
+2,343
New +$350K 0.03% 88
2017
Q2 		– Sell
-1,691
Closed -$223K – 107
2017
Q1 		$223K Hold
1,691
– – 0.02% 101
2016
Q4 		$229K Buy
+1,691
New +$216K 0.02% 98

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Empire Life Investments's IWM Position: Q1 2019 in Review

Empire Life Investments sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 2,343 shares — an estimated $314K sold.

Empire Life Investments first reported a position in IWM in Q4 2016 and held it in 3 quarters. The position peaked at $314K in Q4 2018. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

  • Empire Life Investments reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
  • Empire Life Investments sold 2,343 iShares Russell 2000 ETF shares in Q1 2019, an estimated $314K.
  • Empire Life Investments first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 3 quarters.
  • Empire Life Investments's iShares Russell 2000 ETF position peaked at $314K in Q4 2018.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Empire Life Investments's 13F filing for Q1 2019, filed 17 Apr 2019.