Concert Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $630K | Sell |
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|
2016
Q4 | $825K | Sell |
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|
2016
Q3 | $3.5M | Buy |
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|
2016
Q2 | $2.96M | Sell |
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|
2016
Q1 | $3.1M | Sell |
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|
2015
Q4 | $3.47M | Sell |
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|
2015
Q3 | $11M | Sell |
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|
2015
Q2 | $13.5M | Buy |
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|
2015
Q1 | $1.18M | Buy |
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|
2014
Q4 | $3.31M | Buy |
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|
2014
Q3 | $2.59M | Sell |
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|
2014
Q2 | $3.11M | Sell |
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|
2014
Q1 | $4.12M | Sell |
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|
2013
Q4 | $4.43M | Buy |
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|
2013
Q3 | $3.78M | Buy |
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|
2013
Q2 | $3.25M | Buy |
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