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

Convergent Wealth Advisors’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$10.5M	Sell
2015 Q2	$13.6M	Sell
2015 Q1	$14.9M	Sell
2014 Q4	$23.7M	Sell
2014 Q3	$23.3M	Buy
2014 Q2	$23.6M	Sell
2014 Q1	$24M	Buy
2013 Q4	$23.8M	Buy
2013 Q3	$17.8M	Buy
2013 Q2	$15.8M	Buy