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IberiaBank’s iShares Russell 2000 ETF IWM Stock Holding History

IberiaBank’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
Q2 		$4.39M Sell
30,635
-6,299
-17% -$827K 0.52% 66
2020
Q1 		$4.23M Sell
36,934
-11,730
-24% -$1.75M 0.56% 59
2019
Q4 		$8.06M Sell
48,664
-2,186
-4% -$345K 0.85% 42
2019
Q3 		$7.7M Sell
50,850
-4,579
-8% -$699K 0.89% 42
2019
Q2 		$8.62M Sell
55,429
-1,475
-3% -$227K 0.95% 38
2019
Q1 		$8.71M Sell
56,904
-11,176
-16% -$1.68M 1.01% 32
2018
Q4 		$9.12M Buy
68,080
+21,392
+46% +$3.19M 1.18% 23
2018
Q3 		$7.87M Buy
46,688
+29,999
+180% +$5.06M 0.98% 23
2018
Q2 		$2.73M Buy
16,689
+851
+5% +$136K 0.47% 71
2018
Q1 		$2.4M Sell
15,838
-2,461
-13% -$380K 0.48% 75
2017
Q4 		$2.79M Buy
18,299
+4,257
+30% +$639K 0.44% 72
2017
Q3 		$2.08M Buy
14,042
+3,961
+39% +$557K 0.35% 88
2017
Q2 		$1.42M Buy
10,081
+187
+2% +$25.9K 0.42% 83
2017
Q1 		$1.36M Buy
9,894
+898
+10% +$123K 0.43% 77
2016
Q4 		$1.21M Buy
8,996
+5,380
+149% +$688K 0.44% 63
2016
Q3 		$449K Buy
3,616
+733
+25% +$89.1K 0.19% 94
2016
Q2 		$331K Buy
2,883
+587
+26% +$66.2K 0.15% 117
2016
Q1 		$254K Sell
2,296
-4,339
-65% -$449K 0.12% 127
2015
Q4 		$747K Buy
+6,635
New +$765K 0.34% 68
2015
Q3 		– Sell
-2,579
Closed -$322K – 182
2015
Q2 		$322K Hold
2,579
– – 0.14% 121
2015
Q1 		$321K Sell
2,579
-85
-3% -$10.2K 0.14% 123
2014
Q4 		$319K Sell
2,664
-75
-3% -$8.58K 0.17% 115
2014
Q3 		$300K Buy
+2,739
New +$313K 0.17% 110
2014
Q2 		– Sell
-4,880
Closed -$568K – 179
2014
Q1 		$568K Sell
4,880
-95
-2% -$11K 0.35% 76
2013
Q4 		$574K Buy
4,975
+3,028
+156% +$334K 0.37% 72
2013
Q3 		$208K Buy
+1,947
New +$201K 0.14% 148

Other funds holding IWM

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

IberiaBank's IWM Position: Q2 2020 in Review

IberiaBank reduced its iShares Russell 2000 ETF (IWM) stake by 17% in Q2 2020, selling an estimated $827K and leaving 30,635 shares worth $4.39M. The position accounts for 0.52% of the portfolio, ranked #66.

IberiaBank first reported a position in IWM in Q3 2013 and has held it in 26 quarters since. The position peaked at $9.12M in Q4 2018. 1,478 funds tracked by Wall St. Rank hold IWM as of Q2 2020.

  • IberiaBank held 30,635 shares of iShares Russell 2000 ETF worth $4.39M as of Q2 2020.
  • IberiaBank sold 6,299 iShares Russell 2000 ETF shares in Q2 2020, an estimated $827K.
  • iShares Russell 2000 ETF made up 0.52% of IberiaBank's portfolio in Q2 2020, its #66 holding.
  • IberiaBank first reported a position in iShares Russell 2000 ETF in Q3 2013 and has held it in 26 quarters since.
  • IberiaBank's iShares Russell 2000 ETF position peaked at $9.12M in Q4 2018.
  • 1,478 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2020.

Based on IberiaBank's 13F filing for Q2 2020, filed 29 Jul 2020.