NIS
IWM icon

National Investment Services’s iShares Russell 2000 ETF IWM Stock Holding History

National Investment Services’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
2017
Q1 		– Sell
-1,839
Closed -$248K – 63
2016
Q4 		$248K Buy
+1,839
New +$235K 0.27% 47

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

National Investment Services's IWM Position: Q1 2017 in Review

National Investment Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2017, closing a stake of 1,839 shares — an estimated $248K sold.

National Investment Services first reported a position in IWM in Q4 2016 and held it in 1 quarter. The position peaked at $248K in Q4 2016. 1,079 funds tracked by Wall St. Rank hold IWM as of Q1 2017.

  • National Investment Services reported no remaining iShares Russell 2000 ETF position as of Q1 2017 after selling out during the quarter.
  • National Investment Services sold 1,839 iShares Russell 2000 ETF shares in Q1 2017, an estimated $248K.
  • National Investment Services first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 1 quarter.
  • National Investment Services's iShares Russell 2000 ETF position peaked at $248K in Q4 2016.
  • 1,079 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2017.

Based on National Investment Services's 13F filing for Q1 2017, filed 18 Apr 2017.