Berman Capital Advisors’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
2021
Q3
$1.24M Buy
2021
Q2
$1.25M Sell
2021
Q1
$1.46M Buy
2020
Q4
$1.41M Buy
2020
Q3
$1.15M Sell
2020
Q2
$1.05M Buy
2020
Q1
$807K Sell
2019
Q4
$1.08M Buy
2019
Q3
$1M Sell
2019
Q2
$1.1M Sell
2019
Q1
$1.08M Buy
2018
Q4
$901K Buy
2018
Q3
$1.07M Buy
2018
Q2
$998K Sell
2018
Q1
$1.19M Sell
2017
Q4
$1.36M Buy