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River Road Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

River Road Asset 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
2020
Q1 		– Sell
-123,000
Closed -$20.4M – 169
2019
Q4 		$20.4M Buy
+123,000
New +$19.4M 0.32% 96

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

River Road Asset Management's IWM Position: Q1 2020 in Review

River Road Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2020, closing a stake of 123,000 shares — an estimated $20.4M sold.

River Road Asset Management first reported a position in IWM in Q4 2019 and held it in 1 quarter. The position peaked at $20.4M in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWM as of Q1 2020.

  • River Road Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2020 after selling out during the quarter.
  • River Road Asset Management sold 123,000 iShares Russell 2000 ETF shares in Q1 2020, an estimated $20.4M.
  • River Road Asset Management first reported a position in iShares Russell 2000 ETF in Q4 2019 and held it in 1 quarter.
  • River Road Asset Management's iShares Russell 2000 ETF position peaked at $20.4M in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2020.

Based on River Road Asset Management's 13F filing for Q1 2020, filed 14 May 2020.