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

Factory Mutual 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 Q2	$41.3M	Hold	137,580	–	–	0.39%	64
2026 Q1	$34.1M	Hold	137,580	–	–	0.38%	75
2025 Q4	$33.9M	Hold	137,580	–	–	0.34%	75
2025 Q3	$33.3M	Sell	137,580 -57,175	-29%	-$13.1M	0.32%	75
2025 Q2	$42M	Hold	194,755	–	–	0.46%	56
2025 Q1	$38.9M	Sell	194,755 -394,700	-67%	-$85.6M	0.45%	59
2024 Q4	$130M	Buy	589,455 +17,905	+3%	+$4.08M	1.41%	14
2024 Q3	$126M	Buy	+571,550	New	+$122M	1.31%	14
2024 Q2	–	Sell	-1,070,500	Closed	-$225M	–	173
2024 Q1	$225M	Sell	1,070,500 -438,200	-29%	-$87.4M	2.59%	9
2023 Q4	$303M	Buy	1,508,700 +523,000	+53%	+$93.7M	3.76%	5
2023 Q3	$174M	Buy	985,700 +183,400	+23%	+$34.4M	2.43%	7
2023 Q2	$150M	Sell	802,300 -265,490	-25%	-$47.3M	2.22%	6
2023 Q1	$190M	Sell	1,067,790 -382,400	-26%	-$70.4M	2.98%	4
2022 Q4	$253M	Buy	1,450,190 +600,749	+71%	+$107M	3.82%	3
2022 Q3	$140M	Buy	849,441 +431,200	+103%	+$78.6M	2.3%	7
2022 Q2	$70.8M	Buy	418,241 +132,000	+46%	+$24.3M	1.16%	22
2022 Q1	$58.8M	Buy	286,241 +124,241	+77%	+$25.3M	0.79%	36
2021 Q4	$31.1M	Hold	162,000	–	–	0.45%	79
2021 Q3	$35.4M	Hold	162,000	–	–	0.44%	77
2021 Q2	$37.2M	Sell	162,000 -262,000	-62%	-$58.9M	0.45%	75
2021 Q1	$93.7M	Buy	424,000 +223,000	+111%	+$48.7M	1.2%	18
2020 Q4	$39.4M	Buy	+201,000	New	+$35.2M	0.53%	66

Other funds holding IWM

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Factory Mutual Insurance's IWM Position: Q2 2026 in Review

Factory Mutual Insurance held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 137,580 shares worth $41.3M. The position accounts for 0.39% of the portfolio, ranked #64.

Factory Mutual Insurance first reported a position in IWM in Q4 2020 and has held it in 22 quarters since. The position peaked at $303M in Q4 2023. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Factory Mutual Insurance held 137,580 shares of iShares Russell 2000 ETF worth $41.3M as of Q2 2026.
Factory Mutual Insurance left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.39% of Factory Mutual Insurance's portfolio in Q2 2026, its #64 holding.
Factory Mutual Insurance first reported a position in iShares Russell 2000 ETF in Q4 2020 and has held it in 22 quarters since.
Factory Mutual Insurance's iShares Russell 2000 ETF position peaked at $303M in Q4 2023.
936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.