Highland Capital Management (Tennessee)’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.78M Sell
5,934
-10
-0.2% -$2.81K 0.08% 200
2026
Q1
$1.47M Sell
5,944
-2,494
-30% -$643K 0.08% 203
2025
Q4
$2.08M Buy
8,438
+2,480
+42% +$610K 0.1% 167
2025
Q3
$1.44M Sell
5,958
-39
-0.7% -$8.95K 0.07% 219
2025
Q2
$1.29M Sell
5,997
-145
-2% -$29.2K 0.07% 213
2025
Q1
$1.23M Sell
6,142
-23
-0.4% -$4.99K 0.07% 213
2024
Q4
$1.36M Sell
6,165
-140
-2% -$31.9K 0.08% 193
2024
Q3
$1.39M Sell
6,305
-101
-2% -$21.6K 0.08% 207
2024
Q2
$1.3M Sell
6,406
-3,431
-35% -$693K 0.08% 205
2024
Q1
$2.07M Buy
9,837
+2,683
+38% +$535K 0.12% 171
2023
Q4
$1.44M Sell
7,154
-40
-0.6% -$7.17K 0.09% 204
2023
Q3
$1.27M Hold
7,194
0.09% 202
2023
Q2
$1.35M Buy
7,194
+419
+6% +$74.7K 0.09% 204
2023
Q1
$1.21M Sell
6,775
-1,505
-18% -$277K 0.09% 181
2022
Q4
$1.44M Hold
8,280
0.1% 195
2022
Q3
$1.36M Sell
8,280
-707
-8% -$129K 0.11% 191
2022
Q2
$1.52M Sell
8,987
-87
-1% -$16K 0.11% 188
2022
Q1
$1.86M Sell
9,074
-1,677
-16% -$342K 0.11% 183
2021
Q4
$2.39M Sell
10,751
-910
-8% -$206K 0.14% 165
2021
Q3
$2.55M Sell
11,661
-367
-3% -$81.4K 0.15% 160
2021
Q2
$2.76M Sell
12,028
-599
-5% -$135K 0.16% 154
2021
Q1
$2.79M Sell
12,627
-504
-4% -$110K 0.17% 149
2020
Q4
$2.58M Buy
13,131
+1,259
+11% +$220K 0.17% 152
2020
Q3
$1.78M Hold
11,872
0.13% 173
2020
Q2
$1.7M Buy
11,872
+430
+4% +$56.4K 0.13% 169
2020
Q1
$1.31M Buy
11,442
+160
+1% +$23.9K 0.12% 169
2019
Q4
$1.87M Buy
11,282
+1,442
+15% +$228K 0.13% 165
2019
Q3
$1.49M Sell
9,840
-245
-2% -$37.4K 0.11% 190
2019
Q2
$1.57M Sell
10,085
-220
-2% -$33.9K 0.12% 184
2019
Q1
$1.58M Buy
10,305
+750
+8% +$113K 0.12% 173
2018
Q4
$1.28M Sell
9,555
-184
-2% -$27.5K 0.11% 181
2018
Q3
$1.64M Hold
9,739
0.12% 175
2018
Q2
$1.59M Buy
9,739
+1,335
+16% +$214K 0.12% 172
2018
Q1
$1.28M Buy
8,404
+367
+5% +$56.7K 0.1% 184
2017
Q4
$1.23M Buy
8,037
+101
+1% +$15.2K 0.09% 178
2017
Q3
$1.18M Buy
7,936
+573
+8% +$80.6K 0.09% 179
2017
Q2
$1.04M Buy
7,363
+259
+4% +$35.8K 0.08% 186
2017
Q1
$976K Hold
7,104
0.08% 197
2016
Q4
$958K Sell
7,104
-117
-2% -$15K 0.08% 208
2016
Q3
$897K Buy
7,221
+350
+5% +$42.5K 0.08% 232
2016
Q2
$790K Sell
6,871
-246
-3% -$27.8K 0.07% 232
2016
Q1
$788K Hold
7,117
0.07% 237
2015
Q4
$802K Hold
7,117
0.06% 243
2015
Q3
$777K Sell
7,117
-460
-6% -$54.5K 0.07% 255
2015
Q2
$946K Sell
7,577
-180
-2% -$22.5K 0.07% 253
2015
Q1
$965K Buy
7,757
+1,415
+22% +$171K 0.19% 90
2014
Q4
$759K Buy
6,342
+4,038
+175% +$462K 0.14% 103
2014
Q3
$252K Buy
2,304
+510
+28% +$58.4K 0.05% 136
2014
Q2
$213K Sell
1,794
-50
-3% -$5.68K 0.04% 146
2014
Q1
$215K Hold
1,844
0.04% 133
2013
Q4
$213K Buy
+1,844
New +$204K 0.04% 127

Other funds holding IWM

Highland Capital Management (Tennessee)'s IWM Position: Q2 2026 in Review

Highland Capital Management (Tennessee) reduced its iShares Russell 2000 ETF (IWM) stake by 0.17% in Q2 2026, selling an estimated $2.81K and leaving 5,934 shares worth $1.78M. The position accounts for 0.08% of the portfolio, ranked #200.

Highland Capital Management (Tennessee) first reported a position in IWM in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.79M in Q1 2021. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Highland Capital Management (Tennessee) held 5,934 shares of iShares Russell 2000 ETF worth $1.78M as of Q2 2026.
  • Highland Capital Management (Tennessee) sold 10 iShares Russell 2000 ETF shares in Q2 2026, an estimated $2.81K.
  • iShares Russell 2000 ETF made up 0.08% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #200 holding.
  • Highland Capital Management (Tennessee) first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 51 quarters since.
  • Highland Capital Management (Tennessee)'s iShares Russell 2000 ETF position peaked at $2.79M in Q1 2021.
  • 2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.