CWA
IWM icon

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

Constellation Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$965K Buy
8,839
+346
+4% +$37.8K 0.11% 57
2015
Q2 		$1.06M Buy
8,493
+491
+6% +$61.3K 0.09% 123
2015
Q1 		$995K Sell
8,002
-15,323
-66% -$1.91M 0.09% 126
2014
Q4 		$2.79M Buy
+23,325
New +$2.79M 0.23% 71