WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.34M | Buy |
9,517
+4,442
| +88% | +$626K | 0.3% | 88 |
|
|
2017
Q1 | $698K | Sell |
5,075
-339
| -6% | -$46.6K | 0.19% | 128 |
|
|
2016
Q4 | $730K | Buy |
5,414
+712
| +15% | +$96K | 0.18% | 147 |
|
|
2016
Q3 | $584K | Buy |
4,702
+72
| +2% | +$8.94K | 0.15% | 164 |
|
|
2016
Q2 | $532K | Sell |
4,630
-319
| -6% | -$36.7K | 0.14% | 164 |
|
|
2016
Q1 | $548K | Sell |
4,949
-1,470
| -23% | -$163K | 0.16% | 158 |
|
|
2015
Q4 | $723K | Sell |
6,419
-531
| -8% | -$59.8K | 0.22% | 116 |
|
|
2015
Q3 | $759K | Sell |
6,950
-673
| -9% | -$73.5K | 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% | +$171K | 0.21% | 115 |
|
|
2014
Q4 | $542K | Buy |
4,532
+39
| +0.9% | +$4.66K | 0.11% | 205 |
|
|
2014
Q3 | $491K | Buy |
4,493
+84
| +2% | +$9.18K | 0.09% | 261 |
|
|
2014
Q2 | $524K | Sell |
4,409
-29
| -0.7% | -$3.45K | 0.1% | 246 |
|
|
2014
Q1 | $516K | Sell |
4,438
-4,521
| -50% | -$526K | 0.1% | 237 |
|
|
2013
Q4 | $1.03M | Buy |
8,959
+2,219
| +33% | +$256K | 0.15% | 163 |
|
|
2013
Q3 | $719K | Sell |
6,740
-867
| -11% | -$92.5K | 0.11% | 211 |
|
|
2013
Q2 | $738K | Buy |
+7,607
| New | +$738K | 0.12% | 196 |
|