Waddell & Reed Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-13,000
| Closed | -$1.98M | – | 538 |
|
|
2017
Q4 | $1.98M | Buy |
+13,000
| New | +$1.98M | ﹤0.01% | 493 |
|
|
2016
Q2 | – | Sell |
-160,000
| Closed | -$17.7M | – | 590 |
|
|
2016
Q1 | $17.7M | Hold |
160,000
| – | – | 0.03% | 322 |
|
|
2015
Q4 | $18M | Buy |
160,000
+40,000
| +33% | +$4.5M | 0.03% | 333 |
|
|
2015
Q3 | $13.1M | Buy |
+120,000
| New | +$13.1M | 0.02% | 373 |
|