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New York Life Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

New York Life Investment Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-57,335
Closed -$7.11M – 49
2016
Q2 		$7.11M Sell
57,335
-1,700
-3% -$208K 0.79% 30
2016
Q1 		$7.13M Buy
59,035
+2,900
+5% +$332K 1.07% 26
2015
Q4 		$6.75M Sell
56,135
-1,200
-2% -$146K 1.01% 31
2015
Q3 		$6.53M Buy
57,335
+2,100
+4% +$254K 0.61% 43
2015
Q2 		$6.85M Sell
55,235
-1,400
-2% -$176K 0.78% 37
2015
Q1 		$7.01M Buy
56,635
+600
+1% +$73.9K 0.79% 33
2014
Q4 		$6.85M Sell
56,035
-700
-1% -$83.5K 0.82% 34
2014
Q3 		$6.63M Sell
56,735
-200
-0.4% -$23.6K 1.09% 28
2014
Q2 		$6.7M Sell
56,935
-400
-0.7% -$45.5K 1.14% 25
2014
Q1 		$6.44M Sell
57,335
-900
-2% -$99.3K 1.36% 27
2013
Q4 		$6.44M Sell
58,235
-1,900
-3% -$202K 1.61% 20
2013
Q3 		$6.08M Sell
60,135
-3,200
-5% -$321K 1.87% 20
2013
Q2 		$6.11M Buy
+63,335
New +$6.06M 1.95% 17

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Aviva
Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

New York Life Investment Management sold out of iShares Russell 3000 ETF (IWV) in Q3 2016, closing a stake of 57,335 shares — an estimated $7.11M sold.

New York Life Investment Management first reported a position in IWV in Q2 2013 and held it in 13 quarters. The position peaked at $7.13M in Q1 2016. 309 funds tracked by Wall St. Rank hold IWV as of Q3 2016.

  • New York Life Investment Management reported no remaining iShares Russell 3000 ETF position as of Q3 2016 after selling out during the quarter.
  • New York Life Investment Management sold 57,335 iShares Russell 3000 ETF shares in Q3 2016, an estimated $7.11M.
  • New York Life Investment Management first reported a position in iShares Russell 3000 ETF in Q2 2013 and held it in 13 quarters.
  • New York Life Investment Management's iShares Russell 3000 ETF position peaked at $7.13M in Q1 2016.
  • 309 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2016.

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