Hefty Wealth Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Hefty Wealth Partners’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$962K	Buy
2017 Q4	$942K	Buy
2017 Q3	$854K	Buy
2017 Q2	$777K	Buy
2017 Q1	$725K	Buy
2016 Q4	$706K	Sell
2016 Q3	$1.14M	Sell
2016 Q2	$1.66M	Buy
2016 Q1	$1.54M	Buy
2015 Q4	$1.32M	Buy