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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell
2015 Q1	$989K	Buy
2014 Q4	–	Sell
2014 Q3	$263K	Buy
2014 Q2	$285K	Sell
2014 Q1	$316K	Hold
2013 Q4	$312K	Sell
2013 Q3	$371K	Buy