EMA
Efficient Market Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.9M | Sell |
13,829
-1,106
| -7% | -$152K | 0.26% | 28 |
|
|
2016
Q4 | $2.01M | Sell |
14,935
-8,181
| -35% | -$1.1M | 0.3% | 28 |
|
|
2016
Q3 | $2.87M | Sell |
23,116
-3,088
| -12% | -$384K | 0.44% | 22 |
|
|
2016
Q2 | $3.01M | Sell |
26,204
-1,975
| -7% | -$227K | 0.49% | 22 |
|
|
2016
Q1 | $3.12M | Sell |
28,179
-1,439
| -5% | -$159K | 0.54% | 23 |
|
|
2015
Q4 | $3.34M | Sell |
29,618
-2,089
| -7% | -$235K | 0.72% | 21 |
|
|
2015
Q3 | $3.46M | Buy |
31,707
+833
| +3% | +$91K | 0.82% | 19 |
|
|
2015
Q2 | $3.86M | Sell |
30,874
-5,402
| -15% | -$675K | 0.89% | 21 |
|
|
2015
Q1 | $4.51M | Sell |
36,276
-3,340
| -8% | -$415K | 1.04% | 19 |
|
|
2014
Q4 | $4.74M | Buy |
39,616
+3,150
| +9% | +$377K | 1.16% | 18 |
|
|
2014
Q3 | $3.99M | Sell |
36,466
-68,912
| -65% | -$7.54M | 1.05% | 19 |
|
|
2014
Q2 | $12.5M | Sell |
105,378
-8,258
| -7% | -$981K | 3.18% | 12 |
|
|
2014
Q1 | $13.2M | Sell |
113,636
-9,543
| -8% | -$1.11M | 3.52% | 10 |
|
|
2013
Q4 | $14.2M | Sell |
123,179
-25,747
| -17% | -$2.97M | 4.2% | 9 |
|
|
2013
Q3 | $15.9M | Sell |
148,926
-4,975
| -3% | -$530K | 5.14% | 7 |
|
|
2013
Q2 | $14.9M | Buy |
+153,901
| New | +$14.9M | 5.43% | 7 |
|