HM Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $690K | Hold |
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|
2022
Q2 | $709K | Hold |
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|
2022
Q1 | $859K | Hold |
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|
2021
Q4 | $931K | Hold |
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|
2021
Q3 | $916K | Sell |
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|
2021
Q2 | $961K | Sell |
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|
2021
Q1 | $933K | Hold |
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|
2020
Q4 | $828K | Hold |
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|
2020
Q3 | $632K | Hold |
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|
2020
Q2 | $605K | Hold |
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|
2020
Q1 | $483K | Hold |
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|
2019
Q4 | $699K | Hold |
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|
2019
Q3 | $639K | Sell |
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|
2019
Q2 | $1.2M | Hold |
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|
2019
Q1 | $1.18M | Sell |
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|
2018
Q4 | $1.05M | Hold |
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|
2018
Q3 | $1.33M | Hold |
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|
2018
Q2 | $1.29M | Hold |
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|
2018
Q1 | $1.2M | Sell |
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|
2017
Q4 | $1.31M | Hold |
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|
2017
Q3 | $1.27M | Hold |
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|
2017
Q2 | $1.21M | Hold |
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|
2017
Q1 | $1.18M | Hold |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.1M | Hold |
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|
2016
Q2 | $1.02M | Hold |
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|
2016
Q1 | $981K | Sell |
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|
2015
Q4 | $1.03M | Buy |
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|
2015
Q3 | $994K | Hold |
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|
2015
Q2 | $1.13M | Sell |
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|
2015
Q1 | $1.13M | Buy |
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|
2014
Q4 | $1.09M | Hold |
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|
2014
Q3 | $995K | Hold |
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|
2014
Q2 | $1.08M | Buy |
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|
2014
Q1 | $523K | Sell |
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|
2013
Q4 | $2.57M | Sell |
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|
2013
Q3 | $2.38M | Hold |
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|
2013
Q2 | $2.16M | Buy |
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