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

Mivtachim The Workers Social Insurance Fund’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-135,000
Closed -$29M – 43
2022
Q4 		$29M Buy
+135,000
New +$29.6M 1.51% 18

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Mivtachim The Workers Social Insurance Fund's IWO Position: Q1 2023 in Review

Mivtachim The Workers Social Insurance Fund sold out of iShares Russell 2000 Growth ETF (IWO) in Q1 2023, closing a stake of 135,000 shares — an estimated $29M sold.

Mivtachim The Workers Social Insurance Fund first reported a position in IWO in Q4 2022 and held it in 1 quarter. The position peaked at $29M in Q4 2022. 814 funds tracked by Wall St. Rank hold IWO as of Q1 2023.

  • Mivtachim The Workers Social Insurance Fund reported no remaining iShares Russell 2000 Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Mivtachim The Workers Social Insurance Fund sold 135,000 iShares Russell 2000 Growth ETF shares in Q1 2023, an estimated $29M.
  • Mivtachim The Workers Social Insurance Fund first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and held it in 1 quarter.
  • Mivtachim The Workers Social Insurance Fund's iShares Russell 2000 Growth ETF position peaked at $29M in Q4 2022.
  • 814 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2023.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q1 2023, filed 1 May 2023.