Bellwether Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $455K | Buy |
2,985
+728
| +32% | +$111K | 1.83% | 18 |
|
|
2017
Q3 | $334K | Sell |
2,257
-22
| -1% | -$3.26K | 1.57% | 23 |
|
|
2017
Q2 | $321K | Sell |
2,279
-225
| -9% | -$31.7K | 1.49% | 26 |
|
|
2017
Q1 | $344K | Sell |
2,504
-1,132
| -31% | -$156K | 0.91% | 22 |
|
|
2016
Q4 | $490K | Buy |
+3,636
| New | +$490K | 0.44% | 57 |
|
|
2016
Q2 | $70K | Buy |
+611
| New | +$70K | 0.08% | 205 |
|