HCM
Howard Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.76M | Sell |
40,584
-291
| -0.7% | -$62.8K | 0.13% | 44 |
|
|
2025
Q1 | $8.15M | Sell |
40,875
-667
| -2% | -$133K | 0.2% | 36 |
|
|
2024
Q4 | $9.18M | Buy |
41,542
+215
| +0.5% | +$47.5K | 0.14% | 40 |
|
|
2024
Q3 | $9.13M | Sell |
41,327
-87
| -0.2% | -$19.2K | 0.15% | 39 |
|
|
2024
Q2 | $8.4M | Buy |
41,414
+769
| +2% | +$156K | 0.83% | 13 |
|
|
2024
Q1 | $8.55M | Buy |
40,645
+955
| +2% | +$201K | 0.93% | 13 |
|
|
2023
Q4 | $7.97M | Buy |
39,690
+779
| +2% | +$156K | 0.98% | 11 |
|
|
2023
Q3 | $6.91M | Buy |
38,911
+1,123
| +3% | +$199K | 0.93% | 13 |
|
|
2023
Q2 | $7.08M | Sell |
37,788
-141
| -0.4% | -$26.4K | 0.96% | 13 |
|
|
2023
Q1 | $6.77M | Sell |
37,929
-41
| -0.1% | -$7.31K | 1.17% | 10 |
|
|
2022
Q4 | $6.62M | Sell |
37,970
-1,970
| -5% | -$343K | 1.88% | 6 |
|
|
2022
Q3 | $6.59M | Sell |
39,940
-105
| -0.3% | -$17.3K | 1.94% | 5 |
|
|
2022
Q2 | $6.8M | Buy |
40,045
+370
| +0.9% | +$62.8K | 1.9% | 5 |
|
|
2022
Q1 | $8.16M | Buy |
39,675
+6,422
| +19% | +$1.32M | 1.87% | 7 |
|
|
2021
Q4 | $8.25M | Sell |
33,253
-934
| -3% | -$232K | 1.02% | 11 |
|
|
2021
Q3 | $7.53M | Buy |
34,187
+1,570
| +5% | +$346K | 1.12% | 10 |
|
|
2021
Q2 | $6.15M | Buy |
32,617
+340
| +1% | +$64.1K | 1.17% | 10 |
|
|
2021
Q1 | $7.31M | Sell |
32,277
-673
| -2% | -$152K | 1.3% | 9 |
|
|
2020
Q4 | $6.58M | Sell |
32,950
-250
| -0.8% | -$49.9K | 1.31% | 8 |
|
|
2020
Q3 | $4.97M | Buy |
33,200
+1,159
| +4% | +$174K | 1.14% | 8 |
|
|
2020
Q2 | $4.56M | Buy |
32,041
+1,185
| +4% | +$168K | 1.28% | 8 |
|
|
2020
Q1 | $3.76M | Buy |
30,856
+5,852
| +23% | +$712K | 1.59% | 6 |
|
|
2019
Q4 | $4.36M | Sell |
25,004
-105,126
| -81% | -$18.3M | 1.5% | 8 |
|
|
2019
Q3 | $19.5M | Buy |
130,130
+12,139
| +10% | +$1.82M | 8.2% | 7 |
|
|
2019
Q2 | $18.4M | Buy |
117,991
+7,203
| +7% | +$1.12M | 8.14% | 7 |
|
|
2019
Q1 | $17.4M | Buy |
110,788
+38,037
| +52% | +$5.99M | 8.73% | 5 |
|
|
2018
Q4 | $9.69M | Sell |
72,751
-77,603
| -52% | -$10.3M | 13.85% | 4 |
|
|
2018
Q3 | $25.3M | Sell |
150,354
-127,685
| -46% | -$21.5M | 2.44% | 7 |
|
|
2018
Q2 | $46.7M | Buy |
278,039
+10,717
| +4% | +$1.8M | 5.11% | 3 |
|
|
2018
Q1 | $40.6M | Buy |
267,322
+101,656
| +61% | +$15.4M | 5.12% | 3 |
|
|
2017
Q4 | $25.3M | Buy |
+165,666
| New | +$25.3M | 4.03% | 3 |
|