Heartwood Wealth Management’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
Q3
$391K Hold
3,149
0.66% 9
2016
Q2
$362K Hold
3,149
0.53% 11
2016
Q1
$348K Hold
3,149
0.48% 9
2015
Q4
$355K Buy
+3,149
New +$355K 0.38% 9