Koch Industries’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-75,214
| Closed | -$11.5M | – | 922 |
|
|
2017
Q4 | $11.5M | Sell |
75,214
-170,699
| -69% | -$26M | 1.68% | 11 |
|
|
2017
Q3 | $36.4M | Buy |
245,913
+81,690
| +50% | +$12.1M | 8.65% | 2 |
|
|
2017
Q2 | $23.1M | Buy |
164,223
+93,067
| +131% | +$13.1M | 6.31% | 3 |
|
|
2017
Q1 | $9.78M | Buy |
71,156
+30,765
| +76% | +$4.23M | 8.32% | 2 |
|
|
2016
Q4 | $5.45M | Buy |
40,391
+38,548
| +2,092% | +$5.2M | 12.43% | 2 |
|
|
2016
Q3 | $229K | Buy |
+1,843
| New | +$229K | 0.59% | 6 |
|