WHV Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-7,540
| Closed | -$848K | – | 70 |
|
|
2015
Q4 | $848K | Buy |
+7,540
| New | +$848K | 0.04% | 43 |
|
|
2015
Q1 | – | Sell |
-14,675
| Closed | -$1.76M | – | 129 |
|
|
2014
Q4 | $1.76M | Buy |
+14,675
| New | +$1.76M | 0.03% | 115 |
|
|
2014
Q1 | – | Sell |
-20,190
| Closed | -$2.33M | – | 177 |
|
|
2013
Q4 | $2.33M | Buy |
20,190
+7,254
| +56% | +$837K | 0.02% | 143 |
|
|
2013
Q3 | $1.31M | Buy |
12,936
+6,193
| +92% | +$629K | 0.01% | 183 |
|
|
2013
Q2 | $654K | Buy |
+6,743
| New | +$654K | 0.01% | 196 |
|