HighTower Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Sell |
545,219
-25,810
| -5% | -$5.57M | 0.15% | 151 |
|
|
2025
Q1 | $114M | Sell |
571,029
-151,865
| -21% | -$30.3M | 0.15% | 148 |
|
|
2024
Q4 | $160M | Buy |
722,894
+81,371
| +13% | +$18M | 0.22% | 103 |
|
|
2024
Q3 | $142M | Sell |
641,523
-14,397
| -2% | -$3.18M | 0.2% | 110 |
|
|
2024
Q2 | $133M | Sell |
655,920
-32,312
| -5% | -$6.55M | 0.21% | 107 |
|
|
2024
Q1 | $145M | Sell |
688,232
-71,671
| -9% | -$15.1M | 0.23% | 94 |
|
|
2023
Q4 | $152M | Buy |
759,903
+177,316
| +30% | +$35.6M | 0.26% | 82 |
|
|
2023
Q3 | $103M | Buy |
582,587
+83,519
| +17% | +$14.8M | 0.19% | 118 |
|
|
2023
Q2 | $93.5M | Sell |
499,068
-4,448
| -0.9% | -$833K | 0.18% | 118 |
|
|
2023
Q1 | $89.8M | Sell |
503,516
-11,372
| -2% | -$2.03M | 0.2% | 110 |
|
|
2022
Q4 | $89.8M | Buy |
514,888
+42,143
| +9% | +$7.35M | 0.21% | 111 |
|
|
2022
Q3 | $77.9M | Buy |
472,745
+14,112
| +3% | +$2.33M | 0.21% | 100 |
|
|
2022
Q2 | $77.7M | Sell |
458,633
-1,753
| -0.4% | -$297K | 0.2% | 108 |
|
|
2022
Q1 | $94.5M | Sell |
460,386
-53,288
| -10% | -$10.9M | 0.21% | 104 |
|
|
2021
Q4 | $114M | Buy |
513,674
+95,531
| +23% | +$21.2M | 0.25% | 93 |
|
|
2021
Q3 | $91.5M | Sell |
418,143
-7,786
| -2% | -$1.7M | 0.24% | 93 |
|
|
2021
Q2 | $97.7M | Buy |
425,929
+16,732
| +4% | +$3.84M | 0.28% | 82 |
|
|
2021
Q1 | $90.4M | Buy |
409,197
+30,132
| +8% | +$6.66M | 0.29% | 77 |
|
|
2020
Q4 | $74.3M | Buy |
379,065
+104,811
| +38% | +$20.6M | 0.31% | 71 |
|
|
2020
Q3 | $41.1M | Sell |
274,254
-6,282
| -2% | -$941K | 0.2% | 109 |
|
|
2020
Q2 | $40.2M | Sell |
280,536
-88,980
| -24% | -$12.7M | 0.22% | 97 |
|
|
2020
Q1 | $42.3M | Buy |
369,516
+22,171
| +6% | +$2.54M | 0.27% | 79 |
|
|
2019
Q4 | $57.5M | Buy |
347,345
+48,741
| +16% | +$8.07M | 0.34% | 66 |
|
|
2019
Q3 | $45.2M | Sell |
298,604
-56,079
| -16% | -$8.49M | 0.25% | 91 |
|
|
2019
Q2 | $55.2M | Buy |
354,683
+119,864
| +51% | +$18.6M | 0.33% | 62 |
|
|
2019
Q1 | $35.9M | Sell |
234,819
-192,405
| -45% | -$29.5M | 0.24% | 87 |
|
|
2018
Q4 | $57.2M | Sell |
427,224
-57,591
| -12% | -$7.71M | 0.44% | 43 |
|
|
2018
Q3 | $81.7M | Buy |
484,815
+254,707
| +111% | +$42.9M | 0.59% | 28 |
|
|
2018
Q2 | $37.7M | Buy |
230,108
+37,505
| +19% | +$6.14M | 0.3% | 69 |
|
|
2018
Q1 | $29.2M | Sell |
192,603
-238,101
| -55% | -$36.1M | 0.25% | 88 |
|
|
2017
Q4 | $65.6M | Buy |
430,704
+127,294
| +42% | +$19.4M | 0.54% | 33 |
|
|
2017
Q3 | $45M | Sell |
303,410
-43,273
| -12% | -$6.41M | 0.38% | 47 |
|
|
2017
Q2 | $48.8M | Buy |
346,683
+18,265
| +6% | +$2.57M | 0.44% | 40 |
|
|
2017
Q1 | $45.1M | Buy |
328,418
+222,919
| +211% | +$30.6M | 0.43% | 42 |
|
|
2016
Q4 | $14.2M | Buy |
105,499
+33,164
| +46% | +$4.47M | 0.15% | 137 |
|
|
2016
Q3 | $8.98M | Buy |
72,335
+64,088
| +777% | +$7.95M | 0.1% | 205 |
|
|
2016
Q2 | $948K | Buy |
+8,247
| New | +$948K | 0.01% | 903 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2039 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2040 |
|
|
2015
Q3 | – | Sell |
-75,017
| Closed | -$9.54M | – | 1905 |
|
|
2015
Q2 | $9.54M | Sell |
75,017
-345,740
| -82% | -$44M | 0.15% | 135 |
|
|
2015
Q1 | $52.3M | Buy |
420,757
+320,057
| +318% | +$39.8M | 0.78% | 15 |
|
|
2014
Q4 | $12M | Buy |
100,700
+12,560
| +14% | +$1.5M | 0.18% | 121 |
|
|
2014
Q3 | $9.64M | Sell |
88,140
-191,813
| -69% | -$21M | 0.16% | 141 |
|
|
2014
Q2 | $33.3M | Buy |
279,953
+59,617
| +27% | +$7.08M | 0.58% | 28 |
|
|
2014
Q1 | $25.6M | Buy |
220,336
+144,071
| +189% | +$16.8M | 0.5% | 33 |
|
|
2013
Q4 | $8.8M | Buy |
76,265
+6,243
| +9% | +$720K | 0.18% | 134 |
|
|
2013
Q3 | $7.47M | Buy |
70,022
+4,419
| +7% | +$471K | 0.19% | 128 |
|
|
2013
Q2 | $6.38M | Buy |
+65,603
| New | +$6.38M | 0.17% | 136 |
|