Concert Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q4
Sell
-1,617
Closed -$169K 713
2016
Q3
$169K Buy
+1,617
New +$169K 0.02% 679
2014
Q1
Sell
-2,040
Closed -$201K 573
2013
Q4
$201K Sell
2,040
-198
-9% -$19.5K 0.03% 494
2013
Q3
$204K Buy
+2,238
New +$204K 0.03% 478