Windhaven Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $109M | Sell |
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|
2017
Q4 | $111M | Sell |
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|
2017
Q3 | $111M | Sell |
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|
2017
Q2 | $108M | Sell |
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|
2017
Q1 | $666M | Buy |
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|
2016
Q4 | $398M | Buy |
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|
2016
Q3 | $171M | Sell |
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|
2016
Q2 | $169M | Sell |
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|
2016
Q1 | $175M | Sell |
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|
2015
Q4 | $194M | Sell |
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|
2015
Q3 | $208M | Sell |
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|
2015
Q2 | $259M | Sell |
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|
2015
Q1 | $264M | Sell |
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|
2014
Q4 | $523M | Sell |
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|
2014
Q3 | $548M | Sell |
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|
2014
Q2 | $611M | Sell |
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|
2014
Q1 | $594M | Sell |
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|
2013
Q4 | $1.26B | Sell |
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|
2013
Q3 | $1.19M | Buy |
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|
2013
Q2 | $1.08B | Buy |
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