Mivtachim The Workers Social Insurance Fund’s iShares Russell 2000 ETF IWM Stock Holding History

Mivtachim The Workers Social Insurance Fund’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
2025 Q1	–	Sell	-38,200	Closed	-$8.44M	–	36
2024 Q4	$8.44M	Buy	+38,200	New	+$8.71M	1.39%	23
2024 Q1	–	Sell	-267,750	Closed	-$53.7M	–	42
2023 Q4	$53.7M	Buy	+267,750	New	+$48M	4.2%	6
2022 Q2	–	Sell	-3,055	Closed	-$627K	–	40
2022 Q1	$627K	Sell	3,055 -209,345	-99%	-$42.7M	0.02%	44
2021 Q4	$47.2M	Buy	+212,400	New	+$48M	1.49%	16
2017 Q2	–	Sell	-5,035	Closed	-$692K	–	15
2017 Q1	$692K	Sell	5,035 -711,265	-99%	-$97.2M	0.05%	12
2016 Q4	$96.6M	Buy	+716,300	New	+$91.5M	7.76%	3

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's IWM Position: Q1 2025 in Review

Mivtachim The Workers Social Insurance Fund sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 38,200 shares — an estimated $8.44M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in IWM in Q4 2016 and held it in 6 quarters. The position peaked at $96.6M in Q4 2016. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Mivtachim The Workers Social Insurance Fund reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 38,200 iShares Russell 2000 ETF shares in Q1 2025, an estimated $8.44M.
Mivtachim The Workers Social Insurance Fund first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 6 quarters.
Mivtachim The Workers Social Insurance Fund's iShares Russell 2000 ETF position peaked at $96.6M in Q4 2016.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q1 2025, filed 5 May 2025.