Marcuard Family Office’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
Q3 | $1.16M | Hold |
9,500
| – | – | 2.5% | 9 |
|
|
2014
Q2 | $1.2M | Hold |
9,500
| – | – | 2.71% | 9 |
|
|
2014
Q1 | $1.11M | Hold |
9,500
| – | – | 2.67% | 10 |
|
|
2013
Q4 | $1.1M | Hold |
9,500
| – | – | 2.35% | 14 |
|
|
2013
Q3 | $1.01M | Hold |
9,500
| – | – | 1.93% | 20 |
|
|
2013
Q2 | $922K | Buy |
+9,500
| New | +$922K | 1.48% | 20 |
|