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Insight Capital Research & Management’s iShares Russell 3000 ETF IWV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
-13,300
Closed -$1.6M 105
2015
Q4
$1.6M Sell
13,300
-45,700
-77% -$5.5M 0.47% 79
2015
Q3
$6.72M Buy
+59,000
New +$6.72M 2.03% 7
2015
Q1
Sell
-18,641
Closed -$2.28M 128
2014
Q4
$2.28M Buy
+18,641
New +$2.28M 0.59% 75