Systematic Financial Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,075
| Closed | -$415K | – | 662 |
|
|
2016
Q4 | $415K | Buy |
+3,075
| New | +$415K | 0.01% | 599 |
|
|
2015
Q1 | – | Sell |
-120
| Closed | -$14K | – | 699 |
|
|
2014
Q4 | $14K | Sell |
120
-260
| -68% | -$30.3K | ﹤0.01% | 650 |
|
|
2014
Q3 | $41K | Buy |
+380
| New | +$41K | ﹤0.01% | 668 |
|
|
2014
Q1 | – | Sell |
-2,725
| Closed | -$314K | – | 700 |
|
|
2013
Q4 | $314K | Buy |
+2,725
| New | +$314K | ﹤0.01% | 620 |
|