Sage Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-16,627
| Closed | -$1.84M | – | 16 |
|
|
2016
Q1 | $1.84M | Hold |
16,627
| – | – | 0.24% | 17 |
|
|
2015
Q4 | $1.87M | Hold |
16,627
| – | – | 0.25% | 17 |
|
|
2015
Q3 | $1.82M | Hold |
16,627
| – | – | 0.25% | 15 |
|
|
2015
Q2 | $2.08M | Hold |
16,627
| – | – | 0.29% | 17 |
|
|
2015
Q1 | $2.07M | Buy |
16,627
+3,640
| +28% | +$453K | 0.28% | 16 |
|
|
2014
Q4 | $1.55M | Buy |
+12,987
| New | +$1.55M | 0.22% | 13 |
|