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

Fukoku Mutual Life 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
2024 Q4	–	Sell	-1,500	Closed	-$331K	–	275
2024 Q3	$331K	Buy	+1,500	New	+$321K	0.02%	193
2020 Q4	–	Sell	-7,000	Closed	-$1.05M	–	314
2020 Q3	$1.05M	Buy	+7,000	New	+$1.05M	0.11%	81
2016 Q4	–	Sell	-84,000	Closed	-$10.4M	–	305
2016 Q3	$10.4M	Hold	84,000	–	–	1.88%	15
2016 Q2	$9.66M	Buy	+84,000	New	+$9.48M	1.89%	16
2016 Q1	–	Sell	-21,000	Closed	-$2.36M	–	296
2015 Q4	$2.36M	Buy	21,000 +7,500	+56%	+$865K	0.4%	59
2015 Q3	$1.47M	Hold	13,500	–	–	0.28%	65
2015 Q2	$1.69M	Buy	+13,500	New	+$1.69M	0.27%	67
2014 Q4	–	Sell	-8,600	Closed	-$940K	–	324
2014 Q3	$940K	Buy	+8,600	New	+$984K	0.17%	74

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fukoku Mutual Life Insurance's IWM Position: Q4 2024 in Review

Fukoku Mutual Life Insurance sold out of iShares Russell 2000 ETF (IWM) in Q4 2024, closing a stake of 1,500 shares — an estimated $331K sold.

Fukoku Mutual Life Insurance first reported a position in IWM in Q3 2014 and held it in 8 quarters. The position peaked at $10.4M in Q3 2016. 2,527 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

Fukoku Mutual Life Insurance reported no remaining iShares Russell 2000 ETF position as of Q4 2024 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 1,500 iShares Russell 2000 ETF shares in Q4 2024, an estimated $331K.
Fukoku Mutual Life Insurance first reported a position in iShares Russell 2000 ETF in Q3 2014 and held it in 8 quarters.
Fukoku Mutual Life Insurance's iShares Russell 2000 ETF position peaked at $10.4M in Q3 2016.
2,527 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

Based on Fukoku Mutual Life Insurance's 13F filing for Q4 2024, filed 5 Feb 2025.