Gray Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $6.51M | Hold |
48,268
| – | – | 2.53% | 11 |
|
|
2016
Q3 | $6M | Hold |
48,268
| – | – | 2.49% | 11 |
|
|
2016
Q2 | $5.78M | Hold |
48,268
| – | – | 2.38% | 12 |
|
|
2016
Q1 | $534K | Buy |
48,268
+46,005
| +2,033% | +$509K | 0.21% | 20 |
|
|
2015
Q4 | $255K | Buy |
2,263
+6
| +0.3% | +$676 | 0.19% | 34 |
|
|
2015
Q3 | $246K | Buy |
2,257
+10
| +0.4% | +$1.09K | 0.1% | 35 |
|
|
2015
Q2 | $280K | Buy |
2,247
+6
| +0.3% | +$748 | 0.1% | 33 |
|
|
2015
Q1 | $279K | Sell |
2,241
-85,391
| -97% | -$10.6M | 0.1% | 31 |
|
|
2014
Q4 | $10.5M | Buy |
+87,632
| New | +$10.5M | 3.6% | 6 |
|