Sigma Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
$22.7M Buy
2018
Q3
$25.8M Sell
2018
Q2
$25.1M Sell
2018
Q1
$24.7M Sell
2017
Q4
$25.9M Sell
2017
Q3
$25M Sell
2017
Q2
$24.9M Sell
2017
Q1
$24.7M Sell
2016
Q4
$24.1M Sell
2016
Q3
$25.6M Sell
2016
Q2
$25.6M Sell
2016
Q1
$26M Buy
2015
Q4
$428K Sell
2015
Q3
$2.16M Hold
2015
Q2
$2.35M Hold
2015
Q1
$2.35M Sell
2014
Q4
$2.59M Buy
2014
Q3
$1.8M Hold
2014
Q2
$1.82M Hold
2014
Q1
$1.73M Hold
2013
Q4
$1.71M Hold
2013
Q3
$1.56M Sell
2013
Q2
$1.98M Buy