Lord, Abbett & Co
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Lord, Abbett & Co’s iShares Russell 2000 ETF IWM Stock Holding History

Lord, Abbett & Co’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
2026
Q1 		– Sell
-320,000
Closed -$82.5M – 541
2025
Q4 		$1.29M Hold
320,000
– – ﹤0.01% 530
2025
Q3 		$1.14M Buy
+320,000
New +$73.4M ﹤0.01% 516

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Lord, Abbett & Co's IWM Position: Q2 2016 in Review

Lord, Abbett & Co sold out of iShares Russell 2000 ETF (IWM) in Q2 2016, closing a stake of 41,709 shares — an estimated $4.61M sold.

Lord, Abbett & Co first reported a position in IWM in Q1 2016 and held it in 1 quarter. The position peaked at $4.61M in Q1 2016. 914 funds tracked by Wall St. Rank hold IWM as of Q2 2016.

  • Lord, Abbett & Co reported no remaining iShares Russell 2000 ETF position as of Q2 2016 after selling out during the quarter.
  • Lord, Abbett & Co sold 41,709 iShares Russell 2000 ETF shares in Q2 2016, an estimated $4.61M.
  • Lord, Abbett & Co first reported a position in iShares Russell 2000 ETF in Q1 2016 and held it in 1 quarter.
  • Lord, Abbett & Co's iShares Russell 2000 ETF position peaked at $4.61M in Q1 2016.
  • 914 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2016.

Based on Lord, Abbett & Co's 13F filing for Q2 2016, filed 12 Aug 2016.