DMS
Discretionary Management Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $1.26M | Hold |
12,050
| – | – | 4.27% | 5 |
|
|
2016
Q2 | $1.21M | Hold |
12,050
| – | – | 4.79% | 5 |
|
|
2016
Q1 | $1.2M | Sell |
12,050
-3,150
| -21% | -$314K | 8.35% | 5 |
|
|
2015
Q4 | $1.51M | Hold |
15,200
| – | – | 7.34% | 4 |
|
|
2015
Q3 | $1.41M | Sell |
15,200
-48,600
| -76% | -$4.52M | 6.56% | 4 |
|
|
2015
Q2 | $6.32M | Buy |
+63,800
| New | +$6.32M | 20.18% | 2 |
|