Gary Goldberg Planning Services’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
2014
Q4
$2.03M Buy
2014
Q3
$1.82M Buy
2014
Q2
$1.88M Buy
2014
Q1
$1.59M Buy
2013
Q4
$1.3M Sell
2013
Q3
$1.26M Buy
2013
Q2
$1.1M Buy