Epstein & White Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-3,344
Closed -$212K 99
2018
Q2
$212K Sell
3,344
-2,328
-41% -$148K 0.16% 100
2018
Q1
$344K Sell
5,672
-33,236
-85% -$2.02M 0.22% 72
2017
Q4
$2.48M Buy
+38,908
New +$2.48M 1.44% 17