Founders Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $144K | Buy |
1,196
+331
| +38% | +$39.9K | 0.08% | 124 |
|
|
2014
Q3 | $94K | Sell |
865
-84,810
| -99% | -$9.22M | 0.05% | 144 |
|
|
2014
Q2 | $10.2M | Sell |
85,675
-7,156
| -8% | -$850K | 5.64% | 4 |
|
|
2014
Q1 | $10.8M | Sell |
92,831
-133
| -0.1% | -$15.5K | 6.29% | 3 |
|
|
2013
Q4 | $10.1M | Buy |
92,964
+3,245
| +4% | +$353K | 5.83% | 3 |
|
|
2013
Q3 | $9.57M | Sell |
89,719
-1,217
| -1% | -$130K | 4.89% | 5 |
|
|
2013
Q2 | $8.82M | Buy |
+90,936
| New | +$8.82M | 4.72% | 5 |
|