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	9,517 +4,442	+88%	+$615K	0.3%	88
2017 Q1	$698K	Sell	5,075 -339	-6%	-$46.3K	0.19%	128
2016 Q4	$730K	Buy	5,414 +712	+15%	+$91K	0.18%	147
2016 Q3	$584K	Buy	4,702 +72	+2%	+$8.75K	0.15%	164
2016 Q2	$532K	Sell	4,630 -319	-6%	-$36K	0.14%	164
2016 Q1	$548K	Sell	4,949 -1,470	-23%	-$152K	0.16%	158
2015 Q4	$723K	Sell	6,419 -531	-8%	-$61.3K	0.22%	116
2015 Q3	$759K	Sell	6,950 -673	-9%	-$79.8K	0.24%	98
2015 Q2	$952K	Buy	7,623 +1,712	+29%	+$214K	0.26%	83
2015 Q1	$735K	Buy	5,911 +1,379	+30%	+$166K	0.21%	115
2014 Q4	$542K	Buy	4,532 +39	+0.9%	+$4.46K	0.11%	205
2014 Q3	$491K	Buy	4,493 +84	+2%	+$9.61K	0.09%	261
2014 Q2	$524K	Sell	4,409 -29	-0.7%	-$3.29K	0.1%	246
2014 Q1	$516K	Sell	4,438 -4,521	-50%	-$522K	0.1%	237
2013 Q4	$1.03M	Buy	8,959 +2,219	+33%	+$245K	0.15%	163
2013 Q3	$719K	Sell	6,740 -867	-11%	-$89.7K	0.11%	211
2013 Q2	$738K	Buy	+7,607	New	+$727K	0.12%	196