Sumitomo Mitsui DS Asset Management’s iShares Russell 2000 ETF IWM Stock Holding History

Sumitomo Mitsui DS 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
2019 Q1	–	Sell	-1,846	Closed	-$247K	–	794
2018 Q4	$247K	Sell	1,846 -306	-14%	-$45.7K	﹤0.01%	752
2018 Q3	$362K	Buy	+2,152	New	+$363K	0.01%	744
2016 Q2	–	Sell	-61,800	Closed	-$6.84M	–	718
2016 Q1	$6.84M	Buy	61,800 +6,600	+12%	+$683K	0.21%	127
2015 Q4	$6.21M	Sell	55,200 -2,600	-4%	-$300K	0.21%	129
2015 Q3	$6.31M	Buy	57,800 +6,980	+14%	+$828K	0.22%	128
2015 Q2	$6.34M	Sell	50,820 -1,180	-2%	-$147K	0.2%	142
2015 Q1	$6.47M	Sell	52,000 -1,500	-3%	-$181K	0.2%	143
2014 Q4	$6.4M	Sell	53,500 -3,600	-6%	-$412K	0.2%	132
2014 Q3	$6.24M	Sell	57,100 -254,300	-82%	-$29.1M	0.19%	133
2014 Q2	$37M	Buy	+311,400	New	+$35.4M	1.06%	13

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's IWM Position: Q1 2019 in Review

Sumitomo Mitsui DS Asset Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2019, closing a stake of 1,846 shares — an estimated $247K sold.

Sumitomo Mitsui DS Asset Management first reported a position in IWM in Q2 2014 and held it in 10 quarters. The position peaked at $37M in Q2 2014. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

Sumitomo Mitsui DS Asset Management reported no remaining iShares Russell 2000 ETF position as of Q1 2019 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 1,846 iShares Russell 2000 ETF shares in Q1 2019, an estimated $247K.
Sumitomo Mitsui DS Asset Management first reported a position in iShares Russell 2000 ETF in Q2 2014 and held it in 10 quarters.
Sumitomo Mitsui DS Asset Management's iShares Russell 2000 ETF position peaked at $37M in Q2 2014.
1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2019, filed 7 May 2019.