Highland Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $629K | Sell |
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|
2022
Q1 | $763K | Sell |
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|
2021
Q4 | $829K | Sell |
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|
2021
Q3 | $821K | Sell |
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|
2021
Q2 | $894K | Sell |
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|
2021
Q1 | $872K | Sell |
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|
2020
Q4 | $887K | Sell |
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|
2020
Q3 | $689K | Buy |
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|
2020
Q2 | $657K | Sell |
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|
2020
Q1 | $681K | Sell |
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|
2019
Q4 | $1.73M | Sell |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $1.71M | Sell |
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|
2019
Q1 | $3.26M | Sell |
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|
2018
Q4 | $2.85M | Sell |
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|
2018
Q3 | $3.85M | Sell |
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|
2018
Q2 | $3.83M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4.13M | Sell |
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|
2017
Q3 | $4.02M | Buy |
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|
2017
Q2 | $3.74M | Buy |
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|
2017
Q1 | $3.54M | Buy |
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|
2016
Q4 | $3.26M | Sell |
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|
2016
Q3 | $3.28M | Buy |
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|
2016
Q2 | $2.89M | Buy |
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|
2016
Q1 | $2.6M | Sell |
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|
2015
Q4 | $6.15M | Buy |
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