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Threshold Group’s iShares Russell 2000 ETF IWM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$1.5M Sell
10,128
-1,587
-14% -$235K 1.2% 17
2017
Q2
$1.65M Sell
11,715
-366
-3% -$51.6K 1.46% 16
2017
Q1
$1.66M Sell
12,081
-199
-2% -$27.4K 1.6% 16
2016
Q4
$1.66M Buy
12,280
+1,016
+9% +$137K 1.44% 18
2016
Q3
$1.4M Buy
11,264
+3
+0% +$373 1.35% 20
2016
Q2
$1.3M Buy
11,261
+358
+3% +$41.2K 1.29% 20
2016
Q1
$1.21M Buy
10,903
+814
+8% +$90K 1.67% 15
2015
Q4
$1.14M Buy
+10,089
New +$1.14M 1.5% 16