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

Alaska Permanent 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
2021 Q1	–	Sell	-2,491	Closed	-$488K	–	38
2020 Q4	$488K	Hold	2,491	–	–	0.05%	30
2020 Q3	$373K	Sell	2,491 -54	-2%	-$8.12K	0.04%	31
2020 Q2	$364K	Sell	2,545 -1,905	-43%	-$250K	0.04%	30
2020 Q1	$509K	Hold	4,450	–	–	0.05%	29
2019 Q4	$737K	Hold	4,450	–	–	0.08%	28
2019 Q3	$673K	Buy	4,450 +2,225	+100%	+$340K	0.08%	23
2019 Q2	$345K	Buy	+2,225	New	+$343K	0.05%	38
2019 Q1	–	Sell	-2,075	Closed	-$277K	–	35
2018 Q4	$277K	Buy	2,075 +175	+9%	+$26.1K	0.05%	25
2018 Q3	$320K	Sell	1,900 -200	-10%	-$33.8K	0.05%	24
2018 Q2	$344K	Hold	2,100	–	–	0.05%	33
2018 Q1	$318K	Hold	2,100	–	–	0.06%	24
2017 Q4	$320K	Sell	2,100 -800	-28%	-$120K	0.06%	25
2017 Q3	$429K	Hold	2,900	–	–	0.08%	23
2017 Q2	$408K	Buy	+2,900	New	+$401K	0.08%	24
2017 Q1	–	Sell	-2,350	Closed	-$316K	–	24
2016 Q4	$316K	Hold	2,350	–	–	0.08%	23
2016 Q3	$291K	Sell	2,350 -440	-16%	-$53.5K	0.07%	21
2016 Q2	$320K	Hold	2,790	–	–	0.08%	20
2016 Q1	$308K	Hold	2,790	–	–	0.08%	21
2015 Q4	$314K	Sell	2,790 -843,246	-100%	-$97.3M	0.08%	22
2015 Q3	$44.7M	Buy	846,036 +842,396	+23,143%	+$99.9M	16.18%	2
2015 Q2	$452K	Hold	3,640	–	–	0.13%	16
2015 Q1	$452K	Hold	3,640	–	–	0.13%	19
2014 Q4	$435K	Hold	3,640	–	–	0.13%	20
2014 Q3	$398K	Hold	3,640	–	–	0.09%	23
2014 Q2	$432K	Hold	3,640	–	–	0.1%	23
2014 Q1	$423K	Hold	3,640	–	–	0.1%	22
2013 Q4	$419K	Hold	3,640	–	–	0.1%	22
2013 Q3	$388K	Hold	3,640	–	–	0.1%	23
2013 Q2	$353K	Buy	+3,640	New	+$348K	0.09%	21

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Alaska Permanent Capital Management's IWM Position: Q1 2021 in Review

Alaska Permanent Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2021, closing a stake of 2,491 shares — an estimated $488K sold.

Alaska Permanent Capital Management first reported a position in IWM in Q2 2013 and held it in 29 quarters. The position peaked at $44.7M in Q3 2015. 1,821 funds tracked by Wall St. Rank hold IWM as of Q1 2021.

Alaska Permanent Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2021 after selling out during the quarter.
Alaska Permanent Capital Management sold 2,491 iShares Russell 2000 ETF shares in Q1 2021, an estimated $488K.
Alaska Permanent Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 29 quarters.
Alaska Permanent Capital Management's iShares Russell 2000 ETF position peaked at $44.7M in Q3 2015.
1,821 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2021.

Based on Alaska Permanent Capital Management's 13F filing for Q1 2021, filed 13 Apr 2021.