William Blair Investment Management
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William Blair Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

William Blair Investment 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
Q2 		– Sell
-138,043
Closed -$21.1M – 397
2019
Q1 		$21.1M Buy
+138,043
New +$20.7M 0.09% 195
2016
Q3 		– Sell
-1,905,400
Closed -$6.04M – 460
2016
Q2 		$6.04M Buy
1,905,400
+1,886,800
+10,144% +$213M 0.02% 340
2016
Q1 		$2.06M Buy
18,600
+2,000
+12% +$207K 0.01% 385
2015
Q4 		$1.87M Buy
16,600
+1,700
+11% +$196K 0.01% 387
2015
Q3 		$1.63M Buy
+14,900
New +$1.77M ﹤0.01% 908

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

William Blair Investment Management's IWM Position: Q2 2019 in Review

William Blair Investment Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2019, closing a stake of 138,043 shares — an estimated $21.1M sold.

William Blair Investment Management first reported a position in IWM in Q3 2015 and held it in 5 quarters. The position peaked at $21.1M in Q1 2019. 1,369 funds tracked by Wall St. Rank hold IWM as of Q2 2019.

  • William Blair Investment Management reported no remaining iShares Russell 2000 ETF position as of Q2 2019 after selling out during the quarter.
  • William Blair Investment Management sold 138,043 iShares Russell 2000 ETF shares in Q2 2019, an estimated $21.1M.
  • William Blair Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2015 and held it in 5 quarters.
  • William Blair Investment Management's iShares Russell 2000 ETF position peaked at $21.1M in Q1 2019.
  • 1,369 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2019.

Based on William Blair Investment Management's 13F filing for Q2 2019, filed 9 Aug 2019.