Atherton Lane Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $31.4M | Sell |
279,136
-1,008
| -0.4% | -$114K | 1.83% | 18 |
|
|
2015
Q3 | $30.6M | Buy |
280,144
+5,216
| +2% | +$570K | 1.91% | 11 |
|
|
2015
Q2 | $34.3M | Buy |
274,928
+24,518
| +10% | +$3.06M | 1.9% | 8 |
|
|
2015
Q1 | $31.1M | Buy |
250,410
+38,967
| +18% | +$4.85M | 1.68% | 12 |
|
|
2014
Q4 | $25.3M | Buy |
211,443
+209,577
| +11,231% | +$25.1M | 1.39% | 27 |
|
|
2014
Q3 | $204K | Buy |
+1,866
| New | +$204K | 0.01% | 258 |
|