NCM
IWM icon

Newland Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Newland Capital 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
2014
Q4 		– Sell
-43,601
Closed -$4.77M – 50
2014
Q3 		$4.77M Buy
+43,601
New +$4.99M 3.15% 12

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Newland Capital Management's IWM Position: Q4 2014 in Review

Newland Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2014, closing a stake of 43,601 shares — an estimated $4.77M sold.

Newland Capital Management first reported a position in IWM in Q3 2014 and held it in 1 quarter. The position peaked at $4.77M in Q3 2014. 879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

  • Newland Capital Management reported no remaining iShares Russell 2000 ETF position as of Q4 2014 after selling out during the quarter.
  • Newland Capital Management sold 43,601 iShares Russell 2000 ETF shares in Q4 2014, an estimated $4.77M.
  • Newland Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2014 and held it in 1 quarter.
  • Newland Capital Management's iShares Russell 2000 ETF position peaked at $4.77M in Q3 2014.
  • 879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Newland Capital Management's 13F filing for Q4 2014, filed 17 Feb 2015.