Lilley & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | $5.76M | Buy |
48,519
+312
| +0.6% | +$37.1K | 2.57% | 7 |
|
|
2014
Q1 | $5.61M | Buy |
48,207
+1,300
| +3% | +$151K | 2.57% | 7 |
|
|
2013
Q4 | $5.41M | Buy |
46,907
+6,304
| +16% | +$727K | 2.52% | 7 |
|
|
2013
Q3 | $4.33M | Sell |
40,603
-359
| -0.9% | -$38.3K | 2.27% | 9 |
|
|
2013
Q2 | $3.97M | Buy |
+40,962
| New | +$3.97M | 2.16% | 13 |
|