Hefty Wealth Partners’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 Q3	–	Sell	-27,874	Closed	-$1.3M	–	249
2016 Q2	$1.3M	Sell	27,874 -3,946	-12%	-$185K	1.08%	33
2016 Q1	$1.47M	Sell	31,820 -72,822	-70%	-$3.36M	1.37%	26
2015 Q4	$4.81M	Buy	+104,642	New	+$4.81M	4.58%	3