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Beaumont Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Beaumont Financial Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-104,005
Closed -$9.7M – 154
2014
Q4 		$9.7M Buy
+104,005
New +$9.7M 0.47% 58
2014
Q1 		– Sell
-243,943
Closed -$20.6M – 145
2013
Q4 		$20.6M Buy
+243,943
New +$20.6M 1.69% 21