Aspiriant Holdings S3’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $351K | Sell |
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|
2015
Q3 | $464K | Hold |
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|
2015
Q2 | $507K | Hold |
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|
2015
Q1 | $513K | Hold |
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|
2014
Q4 | $488K | Sell |
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|
2014
Q3 | $474K | Hold |
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|
2014
Q2 | $480K | Sell |
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|
2014
Q1 | $582K | Sell |
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|
2013
Q4 | $597K | Sell |
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|
2013
Q3 | $556K | Hold |
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|
2013
Q2 | $510K | Buy |
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