FMI
Factory Mutual Insurance’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42M | Hold |
194,755
| – | – | 0.46% | 56 |
|
|
2025
Q1 | $38.9M | Sell |
194,755
-394,700
| -67% | -$78.7M | 0.45% | 59 |
|
|
2024
Q4 | $130M | Buy |
589,455
+17,905
| +3% | +$3.96M | 1.41% | 14 |
|
|
2024
Q3 | $126M | Buy |
+571,550
| New | +$126M | 1.31% | 14 |
|
|
2024
Q2 | – | Sell |
-1,070,500
| Closed | -$225M | – | 173 |
|
|
2024
Q1 | $225M | Sell |
1,070,500
-438,200
| -29% | -$92.2M | 2.59% | 9 |
|
|
2023
Q4 | $303M | Buy |
1,508,700
+523,000
| +53% | +$105M | 3.76% | 5 |
|
|
2023
Q3 | $174M | Buy |
985,700
+183,400
| +23% | +$32.4M | 2.43% | 7 |
|
|
2023
Q2 | $150M | Sell |
802,300
-265,490
| -25% | -$49.7M | 2.22% | 6 |
|
|
2023
Q1 | $190M | Sell |
1,067,790
-382,400
| -26% | -$68.2M | 2.98% | 4 |
|
|
2022
Q4 | $253M | Buy |
1,450,190
+600,749
| +71% | +$105M | 3.82% | 3 |
|
|
2022
Q3 | $140M | Buy |
849,441
+431,200
| +103% | +$71.1M | 2.3% | 7 |
|
|
2022
Q2 | $70.8M | Buy |
418,241
+132,000
| +46% | +$22.4M | 1.16% | 22 |
|
|
2022
Q1 | $58.8M | Buy |
286,241
+124,241
| +77% | +$25.5M | 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% | -$60.1M | 0.45% | 75 |
|
|
2021
Q1 | $93.7M | Buy |
424,000
+223,000
| +111% | +$49.3M | 1.2% | 18 |
|
|
2020
Q4 | $39.4M | Buy |
+201,000
| New | +$39.4M | 0.53% | 66 |
|