Davidson & Garrard’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$3.7M Sell
2017
Q2
$3.53M Sell
2017
Q1
$3.61M Sell
2016
Q4
$3.69M Sell
2016
Q3
$3.54M Sell
2016
Q2
$3.42M Buy
2016
Q1
$3.29M Sell
2015
Q4
$3.43M Buy
2015
Q3
$3.28M Sell
2015
Q2
$3.8M Sell
2015
Q1
$3.93M Sell
2014
Q4
$3.87M Buy
2014
Q3
$3.46M Sell
2014
Q2
$5.88M Sell
2014
Q1
$6.03M Buy
2013
Q4
$5.96M Buy
2013
Q3
$5.39M Buy
2013
Q2
$4.54M Buy