WFG Advisors’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.34M | Buy |
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|
2017
Q1 | $698K | Sell |
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|
2016
Q4 | $730K | Buy |
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|
2016
Q3 | $584K | Buy |
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|
2016
Q2 | $532K | Sell |
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|
2016
Q1 | $548K | Sell |
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|
2015
Q4 | $723K | Sell |
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|
2015
Q3 | $759K | Sell |
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|
2015
Q2 | $952K | Buy |
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|
2015
Q1 | $735K | Buy |
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|
2014
Q4 | $542K | Buy |
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|
2014
Q3 | $491K | Buy |
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|
2014
Q2 | $524K | Sell |
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|
2014
Q1 | $516K | Sell |
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|
2013
Q4 | $1.03M | Buy |
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|
2013
Q3 | $719K | Sell |
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|
2013
Q2 | $738K | Buy |
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