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

Alaska Permanent Fund’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,737	Closed	-$1.45M	–	218
2025 Q1	$1.45M	Hold	5,737	–	–	0.02%	321
2024 Q4	$1.65M	Sell	5,737 -77,161	-93%	-$22.8M	0.02%	322
2024 Q3	$23.5M	Sell	82,898 -54,210	-40%	-$14.8M	0.34%	28
2024 Q2	$38.9M	Sell	137,108 -39,468	-22%	-$10.2M	0.58%	20
2024 Q1	$47.8M	Sell	176,576 -336,113	-66%	-$85.9M	0.7%	21
2023 Q4	$129M	Hold	512,689	–	–	2.13%	16
2023 Q3	$115M	Sell	512,689 -865,009	-63%	-$207M	2.16%	14
2023 Q2	$334M	Buy	+1,377,698	New	+$316M	6.57%	3
2022 Q4	$443M	Sell	2,067,190 -460,935	-18%	-$101M	7.23%	3
2022 Q3	$522M	Buy	2,528,125 +332,609	+15%	+$74.9M	9.36%	2
2022 Q2	$453M	Buy	2,195,516 +1,427,683	+186%	+$318M	6.46%	6
2022 Q1	$196M	Buy	+767,833	New	+$197M	3.26%	12

Other funds holding IWO

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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Alaska Permanent Fund sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2025, closing a stake of 5,737 shares — an estimated $1.45M sold.

Alaska Permanent Fund first reported a position in IWO in Q1 2022 and held it in 12 quarters. The position peaked at $522M in Q3 2022. 961 funds tracked by Wall St. Rank hold IWO as of Q2 2025.

Alaska Permanent Fund reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2025 after selling out during the quarter.
Alaska Permanent Fund sold 5,737 iShares Russell 2000 Growth ETF shares in Q2 2025, an estimated $1.45M.
Alaska Permanent Fund first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and held it in 12 quarters.
Alaska Permanent Fund's iShares Russell 2000 Growth ETF position peaked at $522M in Q3 2022.
961 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2025.

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