Vaughan David Investments’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-2,401
| Closed | -$365K | – | 180 |
|
|
2018
Q1 | $365K | Hold |
2,401
| – | – | 0.02% | 149 |
|
|
2017
Q4 | $366K | Buy |
+2,401
| New | +$366K | 0.02% | 146 |
|
|
2015
Q2 | – | Sell |
-1,677
| Closed | -$209K | – | 159 |
|
|
2015
Q1 | $209K | Hold |
1,677
| – | – | 0.01% | 151 |
|
|
2014
Q4 | $201K | Buy |
+1,677
| New | +$201K | 0.01% | 152 |
|
|
2014
Q3 | – | Sell |
-1,698
| Closed | -$202K | – | 151 |
|
|
2014
Q2 | $202K | Sell |
1,698
-412
| -20% | -$49K | 0.01% | 150 |
|
|
2014
Q1 | $245K | Hold |
2,110
| – | – | 0.02% | 140 |
|
|
2013
Q4 | $243K | Hold |
2,110
| – | – | 0.02% | 138 |
|
|
2013
Q3 | $225K | Hold |
2,110
| – | – | 0.02% | 142 |
|
|
2013
Q2 | $205K | Buy |
+2,110
| New | +$205K | 0.01% | 139 |
|