Convergent Wealth Advisors’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
2015
Q3
$952K Sell
10,239
-1,722
-14% -$160K 0.22% 29
2015
Q2
$1.18M Hold
11,961
0.27% 25
2015
Q1
$1.18M Buy
+11,961
New +$1.18M 0.18% 29