HighMark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Sell |
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|
2025
Q1 | $11.4M | Sell |
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|
2024
Q4 | $12.9M | Sell |
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|
2024
Q3 | $13M | Sell |
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|
2024
Q2 | $12.3M | Sell |
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|
2024
Q1 | $13M | Sell |
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|
2023
Q4 | $4.11K | Buy |
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|
2023
Q3 | $12.1K | Hold |
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|
2023
Q2 | $12.8K | Sell |
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|
2023
Q1 | $14.7K | Sell |
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|
2022
Q4 | $14.5K | Hold |
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|
2022
Q3 | $14K | Sell |
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|
2022
Q2 | $802K | Buy |
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|
2022
Q1 | $19K | Sell |
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|
2021
Q4 | $9.15M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $42K | Sell |
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|
2019
Q4 | $73K | Buy |
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