HPWM
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Highland Private Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Highland Private Wealth Management’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
2022
Q4 		– Sell
-3,612
Closed -$596K – 82
2022
Q3 		$596K Sell
3,612
-100
-3% -$18.2K 0.1% 80
2022
Q2 		$629K Sell
3,712
-6
-0.2% -$1.11K 0.1% 78
2022
Q1 		$763K Sell
3,718
-8
-0.2% -$1.63K 0.1% 72
2021
Q4 		$829K Sell
3,726
-26
-0.7% -$5.88K 0.11% 67
2021
Q3 		$821K Sell
3,752
-144
-4% -$31.9K 0.12% 65
2021
Q2 		$894K Sell
3,896
-53
-1% -$11.9K 0.13% 59
2021
Q1 		$872K Sell
3,949
-574
-13% -$125K 0.14% 59
2020
Q4 		$887K Sell
4,523
-75
-2% -$13.1K 0.15% 53
2020
Q3 		$689K Buy
4,598
+6
+0.1% +$903 0.14% 60
2020
Q2 		$657K Sell
4,592
-1,360
-23% -$178K 0.14% 58
2020
Q1 		$681K Sell
5,952
-4,515
-43% -$673K 0.19% 50
2019
Q4 		$1.73M Sell
10,467
-568
-5% -$89.8K 0.42% 33
2019
Q3 		$1.67M Buy
11,035
+30
+0.3% +$4.58K 0.47% 29
2019
Q2 		$1.71M Sell
11,005
-10,276
-48% -$1.58M 0.49% 28
2019
Q1 		$3.26M Sell
21,281
-36
-0.2% -$5.41K 1.02% 19
2018
Q4 		$2.85M Sell
21,317
-1,553
-7% -$232K 1.07% 17
2018
Q3 		$3.85M Sell
22,870
-490
-2% -$82.7K 1.28% 19
2018
Q2 		$3.83M Buy
+23,360
New +$3.74M 1.37% 18
2018
Q1 		– Sell
-27,091
Closed -$4.13M – 129
2017
Q4 		$4.13M Sell
27,091
-44
-0.2% -$6.61K 1.66% 18
2017
Q3 		$4.02M Buy
27,135
+580
+2% +$81.6K 1.73% 17
2017
Q2 		$3.74M Buy
26,555
+790
+3% +$109K 1.79% 16
2017
Q1 		$3.54M Buy
25,765
+1,570
+6% +$214K 1.82% 17
2016
Q4 		$3.26M Sell
24,195
-2,220
-8% -$284K 1.68% 19
2016
Q3 		$3.28M Buy
26,415
+1,315
+5% +$160K 1.68% 19
2016
Q2 		$2.89M Buy
25,100
+1,570
+7% +$177K 1.62% 19
2016
Q1 		$2.6M Sell
23,530
-31,085
-57% -$3.22M 1.54% 17
2015
Q4 		$6.15M Buy
+54,615
New +$6.3M 4.39% 9

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Highland Private Wealth Management's IWM Position: Q4 2022 in Review

Highland Private Wealth Management sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 3,612 shares — an estimated $596K sold.

Highland Private Wealth Management first reported a position in IWM in Q4 2015 and held it in 27 quarters. The position peaked at $6.15M in Q4 2015. 1,982 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

  • Highland Private Wealth Management reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 3,612 iShares Russell 2000 ETF shares in Q4 2022, an estimated $596K.
  • Highland Private Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 27 quarters.
  • Highland Private Wealth Management's iShares Russell 2000 ETF position peaked at $6.15M in Q4 2015.
  • 1,982 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.