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Valley National Bancorp’s iShares Russell 2000 ETF IWM Stock Holding History

Valley National Bancorp’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 		$1.29M Sell
10,779
-381
-3% -$43.6K 1.57% 17
2014
Q3 		$1.22M Sell
11,160
-1,895
-15% -$217K 1.42% 18
2014
Q2 		$1.55M Sell
13,055
-1,347
-9% -$153K 1.82% 17
2014
Q1 		$1.68M Buy
14,402
+178
+1% +$20.5K 2.2% 14
2013
Q4 		$1.64M Buy
+14,224
New +$1.57M 1.61% 18

Other funds holding IWM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

Valley National Bancorp's IWM Position: Q4 2014 in Review

Valley National Bancorp reduced its iShares Russell 2000 ETF (IWM) stake by 3.4% in Q4 2014, selling an estimated $43.6K and leaving 10,779 shares worth $1.29M. The position accounts for 1.57% of the portfolio, ranked #17.

Valley National Bancorp first reported a position in IWM in Q4 2013 and has held it in 5 quarters since. The position peaked at $1.68M in Q1 2014. 879 funds tracked by Wall St. Rank hold IWM as of Q4 2014.

  • Valley National Bancorp held 10,779 shares of iShares Russell 2000 ETF worth $1.29M as of Q4 2014.
  • Valley National Bancorp sold 381 iShares Russell 2000 ETF shares in Q4 2014, an estimated $43.6K.
  • iShares Russell 2000 ETF made up 1.57% of Valley National Bancorp's portfolio in Q4 2014, its #17 holding.
  • Valley National Bancorp first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 5 quarters since.
  • Valley National Bancorp's iShares Russell 2000 ETF position peaked at $1.68M in Q1 2014.
  • 879 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2014.

Based on Valley National Bancorp's 13F filing for Q4 2014, filed 9 Feb 2015.