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Foresters Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Foresters Investment Management’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
Q1 		– Sell
-167,500
Closed -$25.5M – 476
2017
Q4 		$25.5M Sell
167,500
-45,500
-21% -$6.83M 0.4% 90
2017
Q3 		$31.6M Sell
213,000
-21,100
-9% -$2.97M 0.51% 63
2017
Q2 		$33M Sell
234,100
-26,600
-10% -$3.68M 0.55% 58
2017
Q1 		$35.8M Sell
260,700
-104,400
-29% -$14.3M 0.63% 46
2016
Q4 		$49.7M Sell
365,100
-71,100
-16% -$9.09M 0.88% 20
2016
Q3 		$54.2M Buy
436,200
+21,850
+5% +$2.66M 1.01% 16
2016
Q2 		$47.6M Sell
414,350
-51,450
-11% -$5.8M 0.92% 22
2016
Q1 		$51.5M Buy
465,800
+106,500
+30% +$11M 1.05% 17
2015
Q4 		$40.4M Buy
359,300
+1,300
+0.4% +$150K 0.82% 33
2015
Q3 		$39.1M Sell
358,000
-31,800
-8% -$3.77M 0.83% 29
2015
Q2 		$48.7M Buy
389,800
+53,250
+16% +$6.65M 0.92% 17
2015
Q1 		$41.9M Sell
336,550
-117,800
-26% -$14.2M 0.81% 30
2014
Q4 		$54.4M Buy
+454,350
New +$52M 1.09% 7

Other funds holding IWM

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Foresters Investment Management's IWM Position: Q1 2018 in Review

Foresters Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2018, closing a stake of 167,500 shares — an estimated $25.5M sold.

Foresters Investment Management first reported a position in IWM in Q4 2014 and held it in 13 quarters. The position peaked at $54.4M in Q4 2014. 1,235 funds tracked by Wall St. Rank hold IWM as of Q1 2018.

  • Foresters Investment Management reported no remaining iShares Russell 2000 ETF position as of Q1 2018 after selling out during the quarter.
  • Foresters Investment Management sold 167,500 iShares Russell 2000 ETF shares in Q1 2018, an estimated $25.5M.
  • Foresters Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 13 quarters.
  • Foresters Investment Management's iShares Russell 2000 ETF position peaked at $54.4M in Q4 2014.
  • 1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2018.

Based on Foresters Investment Management's 13F filing for Q1 2018, filed 11 May 2018.