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Mizuho Securities USA’s iShares Russell 2000 ETF IWM Stock Holding History

Mizuho Securities USA’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
-4,000
Closed -$803K – 145
2023
Q4 		$803K Buy
+4,000
New +$717K 0.02% 150
2022
Q1 		– Sell
-252,004
Closed -$56.1M – 211
2021
Q4 		$56.1M Sell
252,004
-252,217
-50% -$57M 5.04% 2
2021
Q3 		$110M Buy
+504,221
New +$112M 11.25% 2
2018
Q2 		– Sell
-35,000
Closed -$5.31M – 206
2018
Q1 		$5.31M Buy
+35,000
New +$5.41M 0.34% 27
2016
Q2 		– Sell
-9,615
Closed -$1.06M – 208
2016
Q1 		$1.06M Buy
+9,615
New +$995K 0.25% 45

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