Integrated Wealth Management (Palm Desert)’s iShares Russell 2000 ETF IWM Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017 Q1	$1.7M	Buy
2016 Q4	$1.36M	Buy
2016 Q3	$1.17M	Buy
2016 Q2	$921K	Buy
2016 Q1	$640K	Buy
2015 Q4	$592K	Sell
2015 Q3	$631K	Sell
2015 Q2	$757K	Buy
2015 Q1	$641K	Buy