Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.7M | Buy |
12,351
+2,283
| +23% | +$314K | 0.57% | 53 |
|
|
2016
Q4 | $1.36M | Buy |
10,068
+653
| +7% | +$88.1K | 0.51% | 58 |
|
|
2016
Q3 | $1.17M | Buy |
9,415
+1,401
| +17% | +$174K | 0.42% | 63 |
|
|
2016
Q2 | $921K | Buy |
8,014
+2,226
| +38% | +$256K | 0.36% | 68 |
|
|
2016
Q1 | $640K | Buy |
5,788
+534
| +10% | +$59K | 0.27% | 79 |
|
|
2015
Q4 | $592K | Sell |
5,254
-522
| -9% | -$58.8K | 0.25% | 86 |
|
|
2015
Q3 | $631K | Sell |
5,776
-287
| -5% | -$31.4K | 0.28% | 77 |
|
|
2015
Q2 | $757K | Buy |
6,063
+902
| +17% | +$113K | 0.29% | 76 |
|
|
2015
Q1 | $641K | Buy |
+5,161
| New | +$641K | 0.27% | 86 |
|