Guardian Life Insurance’s iShares Russell 2000 ETF IWM Stock Holding History

Guardian Life Insurance’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	-211,054	Closed	-$35M	–	243
2019 Q4	$35M	Hold	211,054	–	–	8.27%	6
2019 Q3	$31.9M	Hold	211,054	–	–	4.78%	10
2019 Q2	$32.8M	Sell	211,054 -4,820	-2%	-$743K	4.53%	10
2019 Q1	$33M	Buy	215,874 +2,009	+0.9%	+$302K	4.2%	10
2018 Q4	$28.6M	Hold	213,865	–	–	4.95%	10
2018 Q3	$36M	Hold	213,865	–	–	5.88%	8
2018 Q2	$35M	Hold	213,865	–	–	5.93%	9
2018 Q1	$32.5M	Hold	213,865	–	–	5.99%	9
2017 Q4	$32.6M	Hold	213,865	–	–	7.13%	4
2017 Q3	$31.7M	Buy	+213,865	New	+$30.1M	4.88%	6
2017 Q2	–	Sell	-213,865	Closed	-$29.4M	–	520
2017 Q1	$29.4M	Sell	213,865 -20,733	-9%	-$2.83M	4.25%	7
2016 Q4	$31.6M	Hold	234,598	–	–	4.67%	4
2016 Q3	$29.1M	Hold	234,598	–	–	2.68%	5
2016 Q2	$27M	Hold	234,598	–	–	2.1%	7
2016 Q1	$26M	Sell	234,598 -97,255	-29%	-$10.1M	2.28%	4
2015 Q4	$37.3M	Hold	331,853	–	–	3.77%	3
2015 Q3	$36.2M	Hold	331,853	–	–	3.68%	3
2015 Q2	$41.4M	Hold	331,853	–	–	3.59%	2
2015 Q1	$41.3M	Buy	+331,853	New	+$40M	3.91%	1
2014 Q3	–	Sell	-331,853	Closed	-$39.4M	–	580
2014 Q2	$39.4M	Hold	331,853	–	–	3.79%	2
2014 Q1	$38.6M	Hold	331,853	–	–	3.43%	2
2013 Q4	$38.3M	Buy	+331,853	New	+$36.7M	3.5%	2

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

Guardian Life Insurance's IWM Position: Q1 2020 in Review

Guardian Life Insurance sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 211,054 shares — an estimated $35M sold.

Guardian Life Insurance first reported a position in IWM in Q4 2013 and held it in 22 quarters. The position peaked at $41.4M in Q2 2015. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

Guardian Life Insurance reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
Guardian Life Insurance sold 211,054 iShares Russell 2000 ETF shares in Q1 2020, an estimated $35M.
Guardian Life Insurance first reported a position in iShares Russell 2000 ETF in Q4 2013 and held it in 22 quarters.
Guardian Life Insurance's iShares Russell 2000 ETF position peaked at $41.4M in Q2 2015.
1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on Guardian Life Insurance's 13F filing for Q1 2020.