AMF Tjänstepension’s iShares Russell 2000 ETF IWM Stock Holding History

AMF Tjänstepension’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	-239,000	Closed	-$42.3M	–	215
2023 Q3	$42.3M	Buy	+239,000	New	+$44.9M	0.41%	48
2016 Q4	–	Sell	-389,800	Closed	-$48.4M	–	198
2016 Q3	$48.4M	Buy	389,800 +55,300	+17%	+$6.72M	0.61%	56
2016 Q2	$38.5M	Sell	334,500 -22,900	-6%	-$2.58M	0.49%	79
2016 Q1	$39.5M	Sell	357,400 -63,400	-15%	-$6.56M	0.52%	76
2015 Q4	$47.4M	Buy	420,800 +66,500	+19%	+$7.67M	0.67%	56
2015 Q3	$38.7M	Buy	354,300 +9,800	+3%	+$1.16M	0.59%	59
2015 Q2	$43M	Sell	344,500 -5,200	-1%	-$650K	0.6%	58
2015 Q1	$43.5M	Buy	349,700 +76,100	+28%	+$9.17M	0.55%	66
2014 Q4	$32.7M	Buy	+273,600	New	+$31.3M	0.41%	85

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

AMF Tjänstepension's IWM Position: Q4 2023 in Review

AMF Tjänstepension sold out of iShares Russell 2000 ETF (IWM) in Q4 2023, closing a stake of 239,000 shares — an estimated $42.3M sold.

AMF Tjänstepension first reported a position in IWM in Q4 2014 and held it in 9 quarters. The position peaked at $48.4M in Q3 2016. 2,215 funds tracked by Wall St. Rank hold IWM as of Q4 2023.

AMF Tjänstepension reported no remaining iShares Russell 2000 ETF position as of Q4 2023 after selling out during the quarter.
AMF Tjänstepension sold 239,000 iShares Russell 2000 ETF shares in Q4 2023, an estimated $42.3M.
AMF Tjänstepension first reported a position in iShares Russell 2000 ETF in Q4 2014 and held it in 9 quarters.
AMF Tjänstepension's iShares Russell 2000 ETF position peaked at $48.4M in Q3 2016.
2,215 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2023.

Based on AMF Tjänstepension's 13F filing for Q4 2023, filed 30 Jan 2024.