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HL Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

HL Financial Services’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$13.9M Sell
90,810
-8,077
-8% -$1.21M 0.21% 69
2018
Q4 		$13.2M Sell
98,887
-832
-0.8% -$124K 0.23% 65
2018
Q3 		$16.8M Buy
99,719
+569
+0.6% +$96.1K 0.26% 57
2018
Q2 		$16.2M Buy
99,150
+10,437
+12% +$1.67M 0.28% 53
2018
Q1 		$13.5M Buy
+88,713
New +$13.7M 0.24% 58
2017
Q4 		– Sell
-76,671
Closed -$11.4M – 663
2017
Q3 		$11.4M Buy
76,671
+3,413
+5% +$480K 0.22% 63
2017
Q2 		$10.3M Buy
73,258
+16,655
+29% +$2.31M 0.21% 64
2017
Q1 		$7.78M Sell
56,603
-12,446
-18% -$1.7M 0.16% 78
2016
Q4 		$9.31M Sell
69,049
-8,098
-10% -$1.03M 0.2% 68
2016
Q3 		$9.58M Sell
77,147
-17
-0% -$2.07K 0.22% 64
2016
Q2 		$8.87M Sell
77,164
-15,524
-17% -$1.75M 0.21% 73
2016
Q1 		$10.3M Sell
92,688
-18,160
-16% -$1.88M 0.25% 64
2015
Q4 		$12.5M Buy
110,848
+17,669
+19% +$2.04M 0.32% 53
2015
Q3 		$10.2M Sell
93,179
-42,353
-31% -$5.02M 0.29% 57
2015
Q2 		$16.9M Buy
135,532
+311
+0.2% +$38.9K 0.45% 45
2015
Q1 		$16.8M Sell
135,221
-3,708
-3% -$447K 0.45% 43
2014
Q4 		$16.6M Buy
138,929
+19,894
+17% +$2.28M 0.45% 44
2014
Q3 		$13M Sell
119,035
-17,514
-13% -$2M 0.38% 49
2014
Q2 		$16.2M Sell
136,549
-40,223
-23% -$4.57M 0.47% 46
2014
Q1 		$20.6M Buy
176,772
+27,295
+18% +$3.15M 0.62% 41
2013
Q4 		$17.2M Buy
149,477
+6,859
+5% +$758K 0.52% 44
2013
Q3 		$15.2M Buy
142,618
+29,071
+26% +$3.01M 0.53% 44
2013
Q2 		$11M Buy
+113,547
New +$10.8M 0.41% 54

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

HL Financial Services's IWM Position: Q1 2019 in Review

HL Financial Services reduced its iShares Russell 2000 ETF (IWM) stake by 8.2% in Q1 2019, selling an estimated $1.21M and leaving 90,810 shares worth $13.9M. The position accounts for 0.21% of the portfolio, ranked #69.

HL Financial Services first reported a position in IWM in Q2 2013 and has held it in 23 quarters since. The position peaked at $20.6M in Q1 2014. 1,371 funds tracked by Wall St. Rank hold IWM as of Q1 2019.

  • HL Financial Services held 90,810 shares of iShares Russell 2000 ETF worth $13.9M as of Q1 2019.
  • HL Financial Services sold 8,077 iShares Russell 2000 ETF shares in Q1 2019, an estimated $1.21M.
  • iShares Russell 2000 ETF made up 0.21% of HL Financial Services's portfolio in Q1 2019, its #69 holding.
  • HL Financial Services first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 23 quarters since.
  • HL Financial Services's iShares Russell 2000 ETF position peaked at $20.6M in Q1 2014.
  • 1,371 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.