Gray Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
$3.97M Sell
2016
Q3
$3.75M Hold
2016
Q2
$3.75M Buy
2016
Q1
$3.62M Buy
2015
Q4
$539K Buy
2015
Q3
$522K Buy
2015
Q2
$569K Buy
2015
Q1
$577K Buy
2014
Q4
$554K Buy