Cabot Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-2,486
Closed -$214K 150
2013
Q4
$214K Sell
2,486
-192
-7% -$16.5K 0.06% 150
2013
Q3
$209K Sell
2,678
-613
-19% -$47.8K 0.06% 148
2013
Q2
$239K Buy
+3,291
New +$239K 0.08% 165