Highview Capital Management’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 | – | Sell |
-1,675
| Closed | -$292K | – | 101 |
|
|
2022
Q4 | $292K | Hold |
1,675
| – | – | 0.18% | 90 |
|
|
2022
Q3 | $276K | Sell |
1,675
-250
| -13% | -$41.2K | 0.2% | 83 |
|
|
2022
Q2 | $326K | Hold |
1,925
| – | – | 0.25% | 77 |
|
|
2022
Q1 | $395K | Buy |
1,925
+720
| +60% | +$148K | 0.25% | 86 |
|
|
2021
Q4 | $268K | Buy |
+1,205
| New | +$268K | 0.17% | 93 |
|