HFS
HL Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $13.9M | Sell |
90,810
-8,077
| -8% | -$1.24M | 0.21% | 69 |
|
|
2018
Q4 | $13.2M | Sell |
98,887
-832
| -0.8% | -$111K | 0.23% | 65 |
|
|
2018
Q3 | $16.8M | Buy |
99,719
+569
| +0.6% | +$95.9K | 0.26% | 57 |
|
|
2018
Q2 | $16.2M | Buy |
99,150
+10,437
| +12% | +$1.71M | 0.28% | 53 |
|
|
2018
Q1 | $13.5M | Buy |
+88,713
| New | +$13.5M | 0.24% | 58 |
|
|
2017
Q4 | – | Sell |
-76,671
| Closed | -$11.4M | – | 662 |
|
|
2017
Q3 | $11.4M | Buy |
76,671
+3,413
| +5% | +$506K | 0.22% | 63 |
|
|
2017
Q2 | $10.3M | Buy |
73,258
+16,655
| +29% | +$2.35M | 0.21% | 64 |
|
|
2017
Q1 | $7.78M | Sell |
56,603
-12,446
| -18% | -$1.71M | 0.16% | 78 |
|
|
2016
Q4 | $9.31M | Sell |
69,049
-8,098
| -10% | -$1.09M | 0.2% | 68 |
|
|
2016
Q3 | $9.58M | Sell |
77,147
-17
| -0% | -$2.11K | 0.22% | 64 |
|
|
2016
Q2 | $8.87M | Sell |
77,164
-15,524
| -17% | -$1.78M | 0.21% | 73 |
|
|
2016
Q1 | $10.3M | Sell |
92,688
-18,160
| -16% | -$2.01M | 0.25% | 64 |
|
|
2015
Q4 | $12.5M | Buy |
110,848
+17,669
| +19% | +$1.99M | 0.32% | 53 |
|
|
2015
Q3 | $10.2M | Sell |
93,179
-42,353
| -31% | -$4.62M | 0.29% | 57 |
|
|
2015
Q2 | $16.9M | Buy |
135,532
+311
| +0.2% | +$38.8K | 0.45% | 45 |
|
|
2015
Q1 | $16.8M | Sell |
135,221
-3,708
| -3% | -$461K | 0.45% | 43 |
|
|
2014
Q4 | $16.6M | Buy |
138,929
+19,894
| +17% | +$2.38M | 0.45% | 44 |
|
|
2014
Q3 | $13M | Sell |
119,035
-17,514
| -13% | -$1.92M | 0.38% | 49 |
|
|
2014
Q2 | $16.2M | Sell |
136,549
-40,223
| -23% | -$4.78M | 0.47% | 46 |
|
|
2014
Q1 | $20.6M | Buy |
176,772
+27,295
| +18% | +$3.18M | 0.62% | 41 |
|
|
2013
Q4 | $17.2M | Buy |
149,477
+6,859
| +5% | +$791K | 0.52% | 44 |
|
|
2013
Q3 | $15.2M | Buy |
142,618
+29,071
| +26% | +$3.1M | 0.53% | 44 |
|
|
2013
Q2 | $11M | Buy |
+113,547
| New | +$11M | 0.41% | 54 |
|