Gray Financial Group’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
2016
Q4
$6.51M Hold
2016
Q3
$6M Hold
2016
Q2
$5.78M Hold
2016
Q1
$534K Buy
2015
Q4
$255K Buy
2015
Q3
$246K Buy
2015
Q2
$280K Buy
2015
Q1
$279K Sell
2014
Q4
$10.5M Buy