Keeley Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-2,184
| Closed | -$272K | – | 356 |
|
|
2015
Q1 | $272K | Buy |
2,184
+118
| +6% | +$14.7K | 0.01% | 324 |
|
|
2014
Q4 | $247K | Hold |
2,066
| – | – | ﹤0.01% | 348 |
|
|
2014
Q3 | $226K | Buy |
2,066
+96
| +5% | +$10.5K | ﹤0.01% | 371 |
|
|
2014
Q2 | $234K | Hold |
1,970
| – | – | ﹤0.01% | 389 |
|
|
2014
Q1 | $229K | Buy |
+1,970
| New | +$229K | ﹤0.01% | 399 |
|