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New York Life Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

New York Life Investment Management’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
2019
Q2 		– Sell
-34,910
Closed -$5.34M – 27
2019
Q1 		$5.34M Sell
34,910
-4,770
-12% -$717K 0.41% 17
2018
Q4 		$5.31M Buy
39,680
+729
+2% +$109K 0.4% 18
2018
Q3 		$6.57M Sell
38,951
-36
-0.1% -$6.08K 0.44% 15
2018
Q2 		$6.38M Sell
38,987
-33,634
-46% -$5.38M 0.37% 15
2018
Q1 		$11M Sell
72,621
-83,463
-53% -$12.9M 0.68% 15
2017
Q4 		$23.8M Sell
156,084
-93,578
-37% -$14.1M 1.65% 14
2017
Q3 		$37M Sell
249,662
-132,627
-35% -$18.7M 2.99% 10
2017
Q2 		$53.9M Sell
382,289
-55,377
-13% -$7.66M 4.95% 6
2017
Q1 		$60.2M Sell
437,666
-46,560
-10% -$6.36M 7.51% 4
2016
Q4 		$65.3M Buy
484,226
+10,677
+2% +$1.36M 7.56% 4
2016
Q3 		$58.8M Sell
473,549
-33,866
-7% -$4.12M 6.45% 5
2016
Q2 		$58.3M Sell
507,415
-40,800
-7% -$4.6M 6.51% 4
2016
Q1 		$60.6M Buy
548,215
+38,956
+8% +$4.03M 9.08% 2
2015
Q4 		$57.4M Buy
509,259
+9,103
+2% +$1.05M 8.54% 2
2015
Q3 		$54.6M Buy
500,156
+53,968
+12% +$6.4M 5.1% 4
2015
Q2 		$55.7M Sell
446,188
-12,596
-3% -$1.57M 6.32% 2
2015
Q1 		$57.1M Buy
458,784
+57,071
+14% +$6.88M 6.41% 2
2014
Q4 		$48.1M Buy
+401,713
New +$45.9M 5.75% 2
2014
Q2 		– Sell
-48,103
Closed -$5.6M – 206
2014
Q1 		$5.6M Buy
48,103
+31,011
+181% +$3.58M 1.18% 31
2013
Q4 		$1.97M Sell
17,092
-35,021
-67% -$3.87M 0.49% 45
2013
Q3 		$5.56M Sell
52,113
-41,542
-44% -$4.3M 1.71% 23
2013
Q2 		$9.09M Buy
+93,655
New +$8.94M 2.9% 10

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York Life Investment Management's IWM Position: Q2 2019 in Review

New York Life Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2019, closing a stake of 34,910 shares — an estimated $5.34M sold.

New York Life Investment Management first reported a position in IWM in Q2 2013 and held it in 22 quarters. The position peaked at $65.3M in Q4 2016. 1,370 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

  • New York Life Investment Management reported no remaining iShares Russell 2000 ETF position as of Q2 2019 after selling out during the quarter.
  • New York Life Investment Management sold 34,910 iShares Russell 2000 ETF shares in Q2 2019, an estimated $5.34M.
  • New York Life Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 22 quarters.
  • New York Life Investment Management's iShares Russell 2000 ETF position peaked at $65.3M in Q4 2016.
  • 1,370 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on New York Life Investment Management's 13F filing for Q2 2019, filed 13 Aug 2019.