Migdal Insurance & Financial Holdings’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $374K | Sell |
1,508
-1,593
| -51% | -$411K | ﹤0.01% | 192 |
|
|
2025
Q4 | $763K | Buy |
3,101
+1,331
| +75% | +$327K | 0.01% | 153 |
|
|
2025
Q3 | $428K | Buy |
1,770
+747
| +73% | +$171K | ﹤0.01% | 184 |
|
|
2025
Q2 | $221K | Sell |
1,023
-1,065
| -51% | -$214K | ﹤0.01% | 208 |
|
|
2025
Q1 | $417K | Sell |
2,088
-4,591
| -69% | -$996K | 0.01% | 187 |
|
|
2024
Q4 | $1.48M | Buy |
6,679
+3,002
| +82% | +$684K | 0.02% | 133 |
|
|
2024
Q3 | $812K | Sell |
3,677
-5,310
| -59% | -$1.14M | 0.01% | 155 |
|
|
2024
Q2 | $1.82M | Sell |
8,987
-2,884
| -24% | -$583K | 0.03% | 129 |
|
|
2024
Q1 | $2.5M | Sell |
11,871
-2,769
| -19% | -$552K | 0.04% | 106 |
|
|
2023
Q4 | $2.94M | Buy |
14,640
+3,585
| +32% | +$642K | 0.06% | 99 |
|
|
2023
Q3 | $1.95M | Sell |
11,055
-13,350
| -55% | -$2.51M | 0.04% | 115 |
|
|
2023
Q2 | $4.55M | Buy |
24,405
+18,577
| +319% | +$3.31M | 0.11% | 91 |
|
|
2023
Q1 | $1.02M | Buy |
5,828
+2,821
| +94% | +$519K | 0.02% | 153 |
|
|
2022
Q4 | $522K | Sell |
3,007
-257
| -8% | -$45.7K | 0.01% | 163 |
|
|
2022
Q3 | $546K | Buy |
3,264
+1,028
| +46% | +$188K | 0.01% | 168 |
|
|
2022
Q2 | $380K | Sell |
2,236
-785
| -26% | -$145K | 0.01% | 197 |
|
|
2022
Q1 | $627K | Sell |
3,021
-731
| -19% | -$149K | 0.01% | 213 |
|
|
2021
Q4 | $836K | Buy |
3,752
+3,209
| +591% | +$725K | 0.01% | 217 |
|
|
2021
Q3 | $119K | Buy |
+543
| New | +$120K | ﹤0.01% | 339 |
|
|
2021
Q1 | – | Sell |
-2,821,875
| Closed | -$553M | – | 694 |
|
|
2020
Q4 | $553M | Buy |
2,821,875
+1,110,500
| +65% | +$194M | 6.53% | 2 |
|
|
2020
Q3 | $256M | Buy |
1,711,375
+435,875
| +34% | +$65.6M | 3.56% | 3 |
|
|
2020
Q2 | $183M | Buy |
1,275,500
+294,500
| +30% | +$38.6M | 2.97% | 6 |
|
|
2020
Q1 | $112M | Sell |
981,000
-1,188,079
| -55% | -$177M | 2.61% | 9 |
|
|
2019
Q4 | $359M | Hold |
2,169,079
| – | – | 6.92% | 2 |
|
|
2019
Q3 | $329M | Buy |
2,169,079
+1,319,730
| +155% | +$202M | 6.83% | 2 |
|
|
2019
Q2 | $132M | Buy |
849,349
+500
| +0.1% | +$77.1K | 3.38% | 6 |
|
|
2019
Q1 | $130M | Buy |
848,849
+830,442
| +4,512% | +$125M | 3.11% | 8 |
|
|
2018
Q4 | $2.46M | Buy |
18,407
+870
| +5% | +$130K | 0.06% | 122 |
|
|
2018
Q3 | $2.96M | Sell |
17,537
-4,196
| -19% | -$708K | 0.06% | 200 |
|
|
2018
Q2 | $3.56M | Sell |
21,733
-3,121
| -13% | -$499K | 0.08% | 165 |
|
|
2018
Q1 | $3.77M | Buy |
24,854
+9,645
| +63% | +$1.49M | 0.09% | 155 |
|
|
2017
Q4 | $2.32M | Sell |
15,209
-6,063
| -29% | -$911K | 0.06% | 158 |
|
|
2017
Q3 | $3.15M | Sell |
21,272
-2,125
| -9% | -$299K | 0.07% | 154 |
|
|
2017
Q2 | $3.3M | Sell |
23,397
-39,929
| -63% | -$5.53M | 0.07% | 120 |
|
|
2017
Q1 | $8.71M | Buy |
63,326
+39,726
| +168% | +$5.43M | 0.21% | 90 |
|
|
2016
Q4 | $3.18M | Buy |
+23,600
| New | +$3.02M | 0.08% | 102 |
|
Other funds holding IWM
Migdal Insurance & Financial Holdings's IWM Position: Q1 2026 in Review
Migdal Insurance & Financial Holdings reduced its iShares Russell 2000 ETF (IWM) stake by 51% in Q1 2026, selling an estimated $411K and leaving 1,508 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #192.
Migdal Insurance & Financial Holdings first reported a position in IWM in Q4 2016 and has held it in 36 quarters since. The position peaked at $553M in Q4 2020. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Migdal Insurance & Financial Holdings held 1,508 shares of iShares Russell 2000 ETF worth $374K as of Q1 2026.
- Migdal Insurance & Financial Holdings sold 1,593 iShares Russell 2000 ETF shares in Q1 2026, an estimated $411K.
- iShares Russell 2000 ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q1 2026, its #192 holding.
- Migdal Insurance & Financial Holdings first reported a position in iShares Russell 2000 ETF in Q4 2016 and has held it in 36 quarters since.
- Migdal Insurance & Financial Holdings's iShares Russell 2000 ETF position peaked at $553M in Q4 2020.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.