SAG
Sterne Agee Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $2.6M | Buy |
20,819
+9,495
| +84% | +$1.18M | 0.38% | 81 |
|
|
2014
Q4 | $1.36M | Buy |
+11,324
| New | +$1.36M | 0.21% | 151 |
|
|
2013
Q4 | – | Sell |
-2,275
| Closed | -$243K | – | 245 |
|
|
2013
Q3 | $243K | Sell |
2,275
-200
| -8% | -$21.4K | 0.09% | 219 |
|
|
2013
Q2 | $240K | Buy |
+2,475
| New | +$240K | 0.09% | 220 |
|