First New York Securities’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-540
Closed -$136K 560
2014
Q2
$136K Buy
540
+390
+260% +$44.3K 0.14% 65
2014
Q1
$6K Sell
150
-550
-79% -$63.4K ﹤0.01% 346
2013
Q4
$81K Sell
700
-9,300
-93% -$1.03M 0.05% 166
2013
Q3
$1.07M Buy
+10,000
New +$1.03M 0.43% 51

Other funds holding IWM

First New York Securities's IWM Position: Q4 2016 in Review

First New York Securities sold out of iShares Russell 2000 ETF (IWM) in Q4 2016, closing a stake of 720 shares — an estimated $89.4K sold.

First New York Securities first reported a position in IWM in Q3 2014 and held it in 2 quarters. The position peaked at $611K in Q3 2014. 1,075 funds tracked by Wall St. Rank hold IWM as of Q4 2016.

  • First New York Securities reported no remaining iShares Russell 2000 ETF position as of Q4 2016 after selling out during the quarter.
  • First New York Securities sold 720 iShares Russell 2000 ETF shares in Q4 2016, an estimated $89.4K.
  • First New York Securities first reported a position in iShares Russell 2000 ETF in Q3 2014 and held it in 2 quarters.
  • First New York Securities's iShares Russell 2000 ETF position peaked at $611K in Q3 2014.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2016.

Based on First New York Securities's 13F filing for Q4 2016, filed 7 Feb 2017.