Investors Capital Advisory Services’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
Q2 | $1.13M | Sell |
9,870
-1,896
| -16% | -$218K | 0.22% | 127 |
|
|
2016
Q1 | $1.3M | Buy |
11,766
+625
| +6% | +$69.1K | 0.26% | 99 |
|
|
2015
Q4 | $1.25M | Sell |
11,141
-705
| -6% | -$79.3K | 0.24% | 101 |
|
|
2015
Q3 | $1.29M | Sell |
11,846
-263
| -2% | -$28.7K | 0.26% | 98 |
|
|
2015
Q2 | $1.51M | Buy |
12,109
+378
| +3% | +$47.2K | 0.28% | 86 |
|
|
2015
Q1 | $1.46M | Buy |
11,731
+399
| +4% | +$49.6K | 0.27% | 90 |
|
|
2014
Q4 | $1.35M | Sell |
11,332
-2,657
| -19% | -$317K | 0.26% | 100 |
|
|
2014
Q3 | $1.53M | Sell |
13,989
-1,510
| -10% | -$165K | 0.3% | 75 |
|
|
2014
Q2 | $1.84M | Sell |
15,499
-73
| -0.5% | -$8.67K | 0.3% | 86 |
|
|
2014
Q1 | $1.81M | Sell |
15,572
-2,351
| -13% | -$273K | 0.39% | 48 |
|
|
2013
Q4 | $2.07M | Buy |
17,923
+928
| +5% | +$107K | 0.48% | 34 |
|
|
2013
Q3 | $1.81M | Sell |
16,995
-1,212
| -7% | -$129K | 0.47% | 40 |
|
|
2013
Q2 | $1.77M | Buy |
+18,207
| New | +$1.77M | 0.54% | 33 |
|