Mitsubishi UFJ Asset Management (UK)’s iShares Russell 2000 ETF IWM Stock Holding History

Mitsubishi UFJ Asset Management (UK)’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 Q1	–	Sell	-3,700	Closed	-$743K	–	103
2023 Q4	$743K	Hold	3,700	–	–	0.41%	65
2023 Q3	$654K	Sell	3,700 -8,000	-68%	-$1.5M	0.46%	70
2023 Q2	$2.19M	Buy	11,700 +7,500	+179%	+$1.34M	1.41%	21
2023 Q1	$749K	Buy	+4,200	New	+$773K	0.48%	67
2022 Q2	–	Sell	-17,000	Closed	-$3.49M	–	93
2022 Q1	$3.49M	Hold	17,000	–	–	1.57%	15
2021 Q4	$3.78M	Sell	17,000 -1,000	-6%	-$226K	1.61%	20
2021 Q3	$3.94M	Hold	18,000	–	–	1.66%	16
2021 Q2	$4.13M	Buy	+18,000	New	+$4.05M	1.79%	13
2021 Q1	–	Sell	-20,000	Closed	-$3.92M	–	83
2020 Q4	$3.92M	Sell	20,000 -3,000	-13%	-$525K	1.75%	19
2020 Q3	$3.44M	Buy	23,000 +2,000	+10%	+$301K	1.69%	18
2020 Q2	$3.01M	Buy	21,000 +1,000	+5%	+$131K	1.62%	20
2020 Q1	$2.29M	Buy	+20,000	New	+$2.98M	1.71%	17

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Mitsubishi UFJ Asset Management (UK)'s IWM Position: Q1 2024 in Review

Mitsubishi UFJ Asset Management (UK) sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 3,700 shares — an estimated $743K sold.

Mitsubishi UFJ Asset Management (UK) first reported a position in IWM in Q1 2020 and held it in 12 quarters. The position peaked at $4.13M in Q2 2021. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Mitsubishi UFJ Asset Management (UK) reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Mitsubishi UFJ Asset Management (UK) sold 3,700 iShares Russell 2000 ETF shares in Q1 2024, an estimated $743K.
Mitsubishi UFJ Asset Management (UK) first reported a position in iShares Russell 2000 ETF in Q1 2020 and held it in 12 quarters.
Mitsubishi UFJ Asset Management (UK)'s iShares Russell 2000 ETF position peaked at $4.13M in Q2 2021.
2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Mitsubishi UFJ Asset Management (UK)'s 13F filing for Q1 2024, filed 7 May 2024.