HighTower Trust’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $267K | Sell |
1,516
-331
| -18% | -$58.3K | 0.03% | 194 |
|
|
2022
Q4 | $315K | Sell |
1,847
-59
| -3% | -$10.1K | 0.03% | 179 |
|
|
2022
Q3 | $314K | Buy |
+1,906
| New | +$314K | 0.03% | 179 |
|
|
2022
Q2 | – | Sell |
-1,861
| Closed | -$382K | – | 288 |
|
|
2022
Q1 | $382K | Hold |
1,861
| – | – | 0.04% | 181 |
|
|
2021
Q4 | $414K | Buy |
+1,861
| New | +$414K | 0.04% | 171 |
|
|
2017
Q3 | – | Sell |
-1,761
| Closed | -$248K | – | 108 |
|
|
2017
Q2 | $248K | Buy |
+1,761
| New | +$248K | 0.03% | 132 |
|