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Buckingham Capital Management (Ohio)’s iShares Russell 2000 ETF IWM Stock Holding History

Buckingham Capital Management (Ohio)’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,886
Closed -$235K – 173
2015
Q1 		$235K Sell
1,886
-1,510
-44% -$182K 0.07% 171
2014
Q4 		$406K Sell
3,396
-1,090
-24% -$125K 0.12% 142
2014
Q3 		$491K Sell
4,486
-495
-10% -$56.6K 0.15% 128
2014
Q2 		$592K Sell
4,981
-300
-6% -$34.1K 0.19% 125
2014
Q1 		$614K Sell
5,281
-415
-7% -$47.9K 0.21% 123
2013
Q4 		$657K Sell
5,696
-310
-5% -$34.2K 0.23% 114
2013
Q3 		$640K Sell
6,006
-565
-9% -$58.5K 0.26% 113
2013
Q2 		$637K Buy
+6,571
New +$628K 0.26% 110

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