Alberta Investment Management Corp (AIMCo)’s iShares Russell 2000 ETF IWM Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2023 Q4	–	Sell	-492,100	Closed	-$87M	–	1039
2023 Q3	$87M	Hold	492,100	–	–	0.93%	22
2023 Q2	$92.2M	Hold	492,100	–	–	0.89%	21
2023 Q1	$87.8M	Sell	492,100 -128,000	-21%	-$23.6M	0.85%	19
2022 Q4	$108M	Sell	620,100 -30,500	-5%	-$5.42M	0.96%	16
2022 Q3	$107M	Sell	650,600 -113,000	-15%	-$20.6M	0.82%	18
2022 Q2	$129M	Sell	763,600 -100,000	-12%	-$18.4M	0.93%	15
2022 Q1	$177M	Sell	863,600 -80,000	-8%	-$16.3M	1.02%	19
2021 Q4	$210M	Buy	+943,600	New	+$213M	1.29%	12

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s IWM Position: Q4 2023 in Review

Alberta Investment Management Corp (AIMCo) sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 492,100 shares — an estimated $87M sold.

Alberta Investment Management Corp (AIMCo) first reported a position in IWM in Q4 2021 and held it in 8 quarters. The position peaked at $210M in Q4 2021. 2,211 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

Alberta Investment Management Corp (AIMCo) reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 492,100 iShares Russell 2000 ETF shares in Q4 2023, an estimated $87M.
Alberta Investment Management Corp (AIMCo) first reported a position in iShares Russell 2000 ETF in Q4 2021 and held it in 8 quarters.
Alberta Investment Management Corp (AIMCo)'s iShares Russell 2000 ETF position peaked at $210M in Q4 2021.
2,211 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q4 2023, filed 12 Feb 2024.