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

New York Life Investment Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-44,748
Closed -$10.1M – 1330
2023
Q1 		$10.1M Buy
44,748
+6,853
+18% +$1.57M 0.11% 183
2022
Q4 		$8.13M Buy
37,895
+18,381
+94% +$4.03M 0.09% 231
2022
Q3 		$4.03M Sell
19,514
-9,864
-34% -$2.22M 0.05% 355
2022
Q2 		$6.06M Buy
+29,378
New +$6.55M 0.07% 275

Other funds holding IWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

New York Life Investment Management's IWO Position: Q2 2023 in Review

New York Life Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2023, closing a stake of 44,748 shares — an estimated $10.1M sold.

New York Life Investment Management first reported a position in IWO in Q2 2022 and held it in 4 quarters. The position peaked at $10.1M in Q1 2023. 830 funds tracked by Wall St. Rank hold IWO as of Q2 2023.

  • New York Life Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2023 after selling out during the quarter.
  • New York Life Investment Management sold 44,748 iShares Russell 2000 Growth ETF shares in Q2 2023, an estimated $10.1M.
  • New York Life Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and held it in 4 quarters.
  • New York Life Investment Management's iShares Russell 2000 Growth ETF position peaked at $10.1M in Q1 2023.
  • 830 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2023.

Based on New York Life Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.