Lipe & Dalton’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
Sell
2017
Q2
$3.85M Sell
2017
Q1
$3.78M Sell
2016
Q4
$3.82M Sell
2016
Q3
$3.52M Buy
2016
Q2
$3.17M Hold
2016
Q1
$3.05M Sell
2015
Q4
$3.12M Hold
2015
Q3
$3.02M Sell
2015
Q2
$3.53M Sell
2015
Q1
$3.6M Buy
2014
Q4
$3.42M Buy
2014
Q3
$2.61M Sell
2014
Q2
$3.07M Sell
2014
Q1
$2.87M Sell
2013
Q4
$3.37M Sell
2013
Q3
$3.64M Buy
2013
Q2
$3.27M Buy