Clal Insurance’s iShares Russell 2000 ETF IWM Stock Holding History

Clal Insurance’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
2026 Q1	–	Sell	-48,000	Closed	-$11.8M	–	221
2025 Q4	$11.8M	Sell	48,000 -884,000	-95%	-$217M	0.08%	91
2025 Q3	$226M	Buy	+932,000	New	+$214M	1.72%	12
2024 Q4	–	Sell	-355,000	Closed	-$78.4M	–	199
2024 Q3	$78.4M	Sell	355,000 -295,000	-45%	-$63.1M	0.69%	35
2024 Q2	$132M	Buy	650,000 +648,908	+59,424%	+$131M	1.38%	23
2024 Q1	$230K	Sell	1,092 -368,908	-100%	-$73.6M	﹤0.01%	122
2023 Q4	$74.3M	Buy	+370,000	New	+$66.3M	0.97%	26
2023 Q3	–	Sell	-1,057,000	Closed	-$198M	–	146
2023 Q2	$198M	Buy	+1,057,000	New	+$188M	2.37%	10
2021 Q4	–	Sell	-3,500	Closed	-$766K	–	231
2021 Q3	$766K	Sell	3,500 -2,500	-42%	-$554K	0.01%	159
2021 Q2	$1.38M	Sell	6,000 -152,529	-96%	-$34.3M	0.02%	141
2021 Q1	$35M	Buy	+158,529	New	+$34.6M	0.41%	83
2020 Q1	–	Sell	-173,953	Closed	-$1.05M	–	131
2019 Q4	$1.05M	Sell	173,953 -1,226,047	-88%	-$194M	1.13%	27
2019 Q3	$212M	Buy	1,400,000 +575,000	+70%	+$87.8M	5.16%	3
2019 Q2	$128M	Buy	+825,000	New	+$127M	2.95%	8
2017 Q4	–	Sell	-694,088	Closed	-$103M	–	67
2017 Q3	$103M	Sell	694,088 -1,232,708	-64%	-$173M	2.49%	12
2017 Q2	$272M	Buy	1,926,796 +694,400	+56%	+$96.1M	5.4%	6
2017 Q1	$169M	Hold	1,232,396	–	–	3.46%	6
2016 Q4	$166M	Buy	+1,232,396	New	+$157M	3.11%	5

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

Clal Insurance's IWM Position: Q1 2026 in Review

Clal Insurance sold out of iShares Russell 2000 ETF (IWM) in Q1 2026, closing a stake of 48,000 shares — an estimated $11.8M sold.

Clal Insurance first reported a position in IWM in Q4 2016 and held it in 17 quarters. The position peaked at $272M in Q2 2017. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Clal Insurance reported no remaining iShares Russell 2000 ETF position as of Q1 2026 after selling out during the quarter.
Clal Insurance sold 48,000 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.8M.
Clal Insurance first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 17 quarters.
Clal Insurance's iShares Russell 2000 ETF position peaked at $272M in Q2 2017.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Clal Insurance's 13F filing for Q1 2026, filed 12 May 2026.