Elo Mutual Pension Insurance’s iShares Russell 2000 ETF IWM Stock Holding History

Elo Mutual Pension 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
2020 Q3	–	Sell	-470,000	Closed	-$57.6M	–	42
2020 Q2	$57.6M	Hold	470,000	–	–	2.5%	12
2020 Q1	$53.8M	Hold	470,000	–	–	2.45%	12
2019 Q4	$77.9M	Hold	470,000	–	–	2.85%	11
2019 Q3	$71.1M	Hold	470,000	–	–	2.82%	11
2019 Q2	$73.1M	Hold	470,000	–	–	2.96%	11
2019 Q1	$72M	Sell	470,000 -30,000	-6%	-$4.51M	3.28%	10
2018 Q4	$67M	Sell	500,000 -10,000	-2%	-$1.49M	3.05%	11
2018 Q3	$86M	Sell	510,000 -40,000	-7%	-$6.75M	3.62%	10
2018 Q2	$90.1M	Sell	550,000 -155,000	-22%	-$24.8M	4.07%	9
2018 Q1	$107M	Buy	+705,000	New	+$109M	3.92%	11

Other funds holding IWM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Elo Mutual Pension Insurance's IWM Position: Q3 2020 in Review

Elo Mutual Pension Insurance sold out of iShares Russell 2000 ETF (IWM) in Q3 2020, closing a stake of 470,000 shares — an estimated $57.6M sold.

Elo Mutual Pension Insurance first reported a position in IWM in Q1 2018 and held it in 10 quarters. The position peaked at $107M in Q1 2018. 1,481 funds tracked by Wall St. Rank hold IWM as of Q3 2020.

Elo Mutual Pension Insurance reported no remaining iShares Russell 2000 ETF position as of Q3 2020 after selling out during the quarter.
Elo Mutual Pension Insurance sold 470,000 iShares Russell 2000 ETF shares in Q3 2020, an estimated $57.6M.
Elo Mutual Pension Insurance first reported a position in iShares Russell 2000 ETF in Q1 2018 and held it in 10 quarters.
Elo Mutual Pension Insurance's iShares Russell 2000 ETF position peaked at $107M in Q1 2018.
1,481 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2020.

Based on Elo Mutual Pension Insurance's 13F filing for Q3 2020, filed 12 Nov 2020.