Jacobs Levy Equity Management’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
2019
Q1
Sell
-15,300
Closed -$2.05M 991
2018
Q4
$2.05M Sell
15,300
-20,203
-57% -$3.01M 0.04% 451
2018
Q3
$5.98M Buy
+35,503
New +$5.99M 0.08% 276
2017
Q3
Sell
-3,500
Closed -$493K 990
2017
Q2
$493K Buy
+3,500
New +$484K 0.01% 701

Other funds holding IWM

Jacobs Levy Equity Management's IWM Position: Q1 2019 in Review

Jacobs Levy Equity Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 15,300 shares — an estimated $2.05M sold.

Jacobs Levy Equity Management first reported a position in IWM in Q2 2017 and held it in 3 quarters. The position peaked at $5.98M in Q3 2018. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

  • Jacobs Levy Equity Management reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 15,300 iShares Russell 2000 ETF shares in Q1 2019, an estimated $2.05M.
  • Jacobs Levy Equity Management first reported a position in iShares Russell 2000 ETF in Q2 2017 and held it in 3 quarters.
  • Jacobs Levy Equity Management's iShares Russell 2000 ETF position peaked at $5.98M in Q3 2018.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2019, filed 14 May 2019.