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	–	207
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	0.33%	27
2016 Q2	–	Sell	-9,615	Closed	-$1.06M	–	208
2016 Q1	$1.06M	Buy	+9,615	New	+$995K	0.24%	45

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Mizuho Securities USA's IWM Position: Q1 2024 in Review

Mizuho Securities USA sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 4,000 shares — an estimated $803K sold.

Mizuho Securities USA first reported a position in IWM in Q1 2016 and held it in 5 quarters. The position peaked at $110M in Q3 2021. 2,207 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

Mizuho Securities USA reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
Mizuho Securities USA sold 4,000 iShares Russell 2000 ETF shares in Q1 2024, an estimated $803K.
Mizuho Securities USA first reported a position in iShares Russell 2000 ETF in Q1 2016 and held it in 5 quarters.
Mizuho Securities USA's iShares Russell 2000 ETF position peaked at $110M in Q3 2021.
2,207 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Mizuho Securities USA's 13F filing for Q1 2024, filed 10 May 2024.