Gray Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $5.83M | Buy |
119,760
+56,200
| +88% | +$2.74M | 2.27% | 12 |
|
|
2016
Q3 | $3.09M | Hold |
63,560
| – | – | 1.28% | 15 |
|
|
2016
Q2 | $2.97M | Hold |
63,560
| – | – | 1.23% | 15 |
|
|
2016
Q1 | $2.93M | Buy |
+63,560
| New | +$2.93M | 1.13% | 15 |
|
|
2015
Q1 | – | Sell |
-68,284
| Closed | -$3.18M | – | 61 |
|
|
2014
Q4 | $3.18M | Buy |
+68,284
| New | +$3.18M | 1.09% | 11 |
|