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

Alaska Permanent Fund’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
2025 Q2	–	Sell	-1,197,502	Closed	-$233M	–	216
2025 Q1	$233M	Buy	1,197,502 +887,984	+287%	+$193M	3.28%	10
2024 Q4	$68.4M	Hold	309,518	–	–	1.02%	17
2024 Q3	$68.4M	Hold	309,518	–	–	1%	18
2024 Q2	$69.3M	Hold	309,518	–	–	1.03%	18
2024 Q1	$65.1M	Hold	309,518	–	–	0.96%	20
2023 Q4	$62.1M	Hold	309,518	–	–	1.02%	21
2023 Q3	$54.7M	Sell	309,518 -26,429	-8%	-$4.96M	1.03%	21
2023 Q2	$62.9M	Buy	+335,947	New	+$59.9M	1.24%	18
2022 Q4	$60.1M	Sell	344,877 -2,447,069	-88%	-$435M	0.98%	19
2022 Q3	$460M	Buy	2,791,946 +140,785	+5%	+$25.7M	8.25%	3
2022 Q2	$449M	Buy	2,651,161 +851,501	+47%	+$157M	6.41%	7
2022 Q1	$369M	Buy	1,799,660 +1,046,055	+139%	+$213M	6.14%	7
2021 Q4	$152M	Buy	+753,605	New	+$170M	2.76%	12

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Alaska Permanent Fund's IWM Position: Q2 2025 in Review

Alaska Permanent Fund sold out of iShares Russell 2000 ETF (IWM) in Q2 2025, closing a stake of 1,197,502 shares — an estimated $233M sold.

Alaska Permanent Fund first reported a position in IWM in Q4 2021 and held it in 13 quarters. The position peaked at $460M in Q3 2022. 2,368 funds tracked by Wall St. Rank hold IWM as of Q2 2025.

Alaska Permanent Fund reported no remaining iShares Russell 2000 ETF position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 1,197,502 iShares Russell 2000 ETF shares in Q2 2025, an estimated $233M.
Alaska Permanent Fund first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 13 quarters.
Alaska Permanent Fund's iShares Russell 2000 ETF position peaked at $460M in Q3 2022.
2,368 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2025.

Based on Alaska Permanent Fund's 13F filing for Q2 2025, filed 14 Aug 2025.