DIA
Davidson Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-8,885
| Closed | -$1.02M | – | 202 |
|
|
2016
Q2 | $1.02M | Sell |
8,885
-1,395
| -14% | -$160K | 0.17% | 76 |
|
|
2016
Q1 | $1.14M | Buy |
+10,280
| New | +$1.14M | 0.19% | 79 |
|
|
2014
Q2 | – | Sell |
-13,029
| Closed | -$1.51M | – | 173 |
|
|
2014
Q1 | $1.51M | Buy |
+13,029
| New | +$1.51M | 0.23% | 105 |
|