NYLIM
IWB icon

New York Life Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

New York Life Investment Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-60,836
Closed -$7.11M – 48
2016
Q2 		$7.11M Sell
60,836
-1,700
-3% -$196K 0.79% 29
2016
Q1 		$7.13M Buy
62,536
+2,900
+5% +$313K 1.07% 27
2015
Q4 		$6.76M Sell
59,636
-1,500
-2% -$172K 1.01% 30
2015
Q3 		$6.54M Buy
61,136
+2,100
+4% +$238K 0.61% 42
2015
Q2 		$6.85M Sell
59,036
-1,400
-2% -$165K 0.78% 35
2015
Q1 		$7M Buy
60,436
+800
+1% +$92.4K 0.79% 34
2014
Q4 		$6.84M Sell
59,636
-800
-1% -$89.7K 0.82% 36
2014
Q3 		$6.64M Sell
60,436
-400
-0.7% -$44.2K 1.09% 27
2014
Q2 		$6.7M Sell
60,836
-700
-1% -$74.5K 1.13% 26
2014
Q1 		$6.45M Sell
61,536
-900
-1% -$92.6K 1.36% 26
2013
Q4 		$6.44M Sell
62,436
-2,000
-3% -$198K 1.61% 21
2013
Q3 		$6.07M Sell
64,436
-3,200
-5% -$299K 1.86% 21
2013
Q2 		$6.08M Buy
+67,636
New +$6.06M 1.94% 19

Other funds holding IWB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

New York Life Investment Management's IWB Position: Q3 2016 in Review

New York Life Investment Management sold out of iShares Russell 1000 ETF (IWB) in Q3 2016, closing a stake of 60,836 shares — an estimated $7.11M sold.

New York Life Investment Management first reported a position in IWB in Q2 2013 and held it in 13 quarters. The position peaked at $7.13M in Q1 2016. 457 funds tracked by Wall St. Rank hold IWB as of Q3 2016.

  • New York Life Investment Management reported no remaining iShares Russell 1000 ETF position as of Q3 2016 after selling out during the quarter.
  • New York Life Investment Management sold 60,836 iShares Russell 1000 ETF shares in Q3 2016, an estimated $7.11M.
  • New York Life Investment Management first reported a position in iShares Russell 1000 ETF in Q2 2013 and held it in 13 quarters.
  • New York Life Investment Management's iShares Russell 1000 ETF position peaked at $7.13M in Q1 2016.
  • 457 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2016.

Based on New York Life Investment Management's 13F filing for Q3 2016, filed 8 Nov 2016.