LWM
LBA Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $137K | Hold |
997
| – | – | 0.07% | 123 |
|
|
2016
Q4 | $134K | Hold |
997
| – | – | 0.07% | 123 |
|
|
2016
Q3 | $124K | Hold |
997
| – | – | 0.07% | 137 |
|
|
2016
Q2 | $115K | Sell |
997
-390
| -28% | -$45K | 0.06% | 141 |
|
|
2016
Q1 | $153K | Sell |
1,387
-65
| -4% | -$7.17K | 0.09% | 116 |
|
|
2015
Q4 | $164K | Sell |
1,452
-275
| -16% | -$31.1K | 0.09% | 128 |
|
|
2015
Q3 | $189K | Sell |
1,727
-1,025
| -37% | -$112K | 0.12% | 111 |
|
|
2015
Q2 | $344K | Sell |
2,752
-59
| -2% | -$7.38K | 0.22% | 77 |
|
|
2015
Q1 | $350K | Sell |
2,811
-60
| -2% | -$7.47K | 0.22% | 76 |
|
|
2014
Q4 | $343K | Hold |
2,871
| – | – | 0.23% | 65 |
|
|
2014
Q3 | $314K | Sell |
2,871
-150
| -5% | -$16.4K | 0.22% | 60 |
|
|
2014
Q2 | $359K | Sell |
3,021
-100
| -3% | -$11.9K | 0.29% | 57 |
|
|
2014
Q1 | $363K | Sell |
3,121
-925
| -23% | -$108K | 0.3% | 57 |
|
|
2013
Q4 | $467K | Buy |
+4,046
| New | +$467K | 0.38% | 51 |
|