Boston Private Bank & Trust’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
Q1 | $9.82M | Sell |
78,972
-2,017
| -2% | -$251K | 0.45% | 74 |
|
|
2014
Q4 | $9.69M | Sell |
80,989
-558
| -0.7% | -$66.7K | 0.45% | 73 |
|
|
2014
Q3 | $8.92M | Buy |
81,547
+46
| +0.1% | +$5.03K | 0.43% | 76 |
|
|
2014
Q2 | $9.68M | Sell |
81,501
-523
| -0.6% | -$62.1K | 0.47% | 68 |
|
|
2014
Q1 | $9.54M | Buy |
82,024
+3,713
| +5% | +$432K | 0.48% | 68 |
|
|
2013
Q4 | $9.03M | Buy |
78,311
+14,571
| +23% | +$1.68M | 0.45% | 72 |
|
|
2013
Q3 | $6.8M | Buy |
63,740
+15,431
| +32% | +$1.65M | 0.38% | 85 |
|
|
2013
Q2 | $4.69M | Buy |
+48,309
| New | +$4.69M | 0.27% | 111 |
|