Convergent Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
$1.82M Sell
2015
Q2
$2.71M Buy
2015
Q1
$2.51M Buy
2014
Q4
$1.45M Sell
2014
Q3
$1.4M Buy
2014
Q2
$1.41M Sell
2014
Q1
$1.95M Buy
2013
Q4
$910K Sell
2013
Q3
$833K Sell
2013
Q2
$5.49M Buy