Gupta Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $266K | Sell |
2,408
-136
| -5% | -$15K | 0.06% | 212 |
|
|
2015
Q4 | $287K | Buy |
2,544
+496
| +24% | +$56K | 0.07% | 196 |
|
|
2015
Q3 | $224K | Sell |
2,048
-1,131
| -36% | -$124K | 0.05% | 231 |
|
|
2015
Q2 | $397K | Buy |
3,179
+1,583
| +99% | +$198K | 0.1% | 173 |
|
|
2015
Q1 | $198K | Buy |
+1,596
| New | +$198K | 0.06% | 216 |
|