Stifel Trust’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 | $79K | Hold |
720
| – | – | 0.02% | 236 |
|
|
2014
Q2 | $86K | Hold |
720
| – | – | 0.02% | 229 |
|
|
2014
Q1 | $84K | Sell |
720
-34
| -5% | -$3.97K | 0.02% | 225 |
|
|
2013
Q4 | $87K | Hold |
754
| – | – | 0.02% | 220 |
|
|
2013
Q3 | $81K | Buy |
754
+434
| +136% | +$46.6K | 0.02% | 224 |
|
|
2013
Q2 | $32K | Buy |
+320
| New | +$32K | 0.01% | 290 |
|