Coyle Financial Counsel’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-21,714
| Closed | -$2.4M | – | 48 |
|
|
2016
Q1 | $2.4M | Sell |
21,714
-10,586
| -33% | -$1.17M | 3.82% | 12 |
|
|
2015
Q4 | $3.64M | Sell |
32,300
-147
| -0.5% | -$16.6K | 3.57% | 11 |
|
|
2015
Q3 | $3.54M | Buy |
32,447
+559
| +2% | +$61K | 3.33% | 11 |
|
|
2015
Q2 | $3.98M | Buy |
31,888
+8,017
| +34% | +$1M | 4.47% | 9 |
|
|
2015
Q1 | $2.97M | Buy |
+23,871
| New | +$2.97M | 3.3% | 11 |
|
|
2014
Q3 | – | Sell |
-18,635
| Closed | -$2.21M | – | 45 |
|
|
2014
Q2 | $2.21M | Buy |
18,635
+1,679
| +10% | +$199K | 3.04% | 11 |
|
|
2014
Q1 | $1.97M | Sell |
16,956
-3,497
| -17% | -$407K | 2.76% | 13 |
|
|
2013
Q4 | $2.36M | Buy |
+20,453
| New | +$2.36M | 3.27% | 13 |
|