Constellation Wealth Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Constellation Wealth Advisors’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 Q3	$965K	Buy
2015 Q2	$1.06M	Buy
2015 Q1	$995K	Sell
2014 Q4	$2.79M	Buy