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Barometer Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Barometer Capital Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-53,600
Closed -$3.4M – 161
2018
Q2 		$3.4M Sell
53,600
-48,400
-47% -$3.05M 0.28% 108
2018
Q1 		$6.27M Buy
+102,000
New +$6.37M 0.53% 62
2015
Q2 		– Sell
-35,800
Closed -$1.75M – 177
2015
Q1 		$1.75M Buy
35,800
+14,400
+67% +$687K 0.14% 74
2014
Q4 		$998K Buy
21,400
+1,000
+5% +$45.2K 0.09% 79
2014
Q3 		$901K Sell
20,400
-5,200
-20% -$232K 0.07% 85
2014
Q2 		$1.15M Hold
25,600
– – 0.22% 62
2014
Q1 		$1.1M Buy
+25,600
New +$1.09M 0.24% 62

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Ameriprise
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Jones Financial Companies
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Fidelity Investments
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Commonwealth Equity Services
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