FWCM
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First Western Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

First Western Capital Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-41,537
Closed -$4.68M – 104
2015
Q4 		$4.68M Buy
41,537
+3,304
+9% +$381K 1.46% 15
2015
Q3 		$4.17M Sell
38,233
-4,469
-10% -$530K 1.39% 17
2015
Q2 		$5.33M Sell
42,702
-1,101
-3% -$138K 1.71% 11
2015
Q1 		$5.45M Sell
43,803
-5,278
-11% -$636K 1.64% 12
2014
Q4 		$5.87M Buy
49,081
+6,542
+15% +$748K 1.73% 10
2014
Q3 		$4.65M Buy
+42,539
New +$4.87M 1.38% 17

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