Lourd Capital’s iShares Russell 2000 ETF IWM Stock Holding History

Lourd Capital’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	$2.33M	Hold
2019 Q1	$2.29M	Hold
2018 Q4	$2.01M	Hold
2018 Q3	$2.53M	Hold
2018 Q2	$2.45M	Sell
2018 Q1	$2.49M	Hold
2017 Q4	$2.5M	Hold
2017 Q3	$2.43M	Hold
2017 Q2	$2.31M	Hold
2017 Q1	$2.25M	Sell
2016 Q4	$2.22M	Buy
2016 Q3	$2.04M	Sell
2016 Q2	$2.02M	Hold
2016 Q1	$1.94M	Sell
2015 Q4	$3.1M	Sell
2015 Q3	$3.02M	Sell
2015 Q2	$3.56M	Hold
2015 Q1	$3.55M	Buy
2014 Q4	$2.75M	Buy
2014 Q3	$2.52M	Buy
2014 Q2	$2.48M	Buy
2014 Q1	$1.9M	Sell
2013 Q4	$2.1M	Sell
2013 Q3	$1.96M	Hold
2013 Q2	$1.78M	Buy