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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

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CS
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Citigroup
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Jones Financial Companies
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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. 1,080 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.
  • 1,080 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.