Independent Portfolio Consultants’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-3,530	Closed	-$172K	–	839
2016 Q3	$172K	Buy	3,530 +2,520	+250%	+$122K	0.05%	363
2016 Q2	$47K	Sell	1,010 -350	-26%	-$16.2K	0.01%	556
2016 Q1	$63K	Sell	1,360 -3,396	-71%	-$147K	0.02%	542
2015 Q4	$219K	Sell	4,756 -11,850	-71%	-$551K	0.07%	322
2015 Q3	$736K	Buy	16,606 +4,710	+40%	+$223K	0.16%	176
2015 Q2	$576K	Buy	11,896 +4,770	+67%	+$235K	0.12%	235
2015 Q1	$349K	Sell	7,126 -6,490	-48%	-$310K	0.07%	288
2014 Q4	$635K	Sell	13,616 -15,290	-53%	-$691K	0.13%	219
2014 Q3	$1.28M	Buy	28,906 +24,150	+508%	+$1.08M	0.34%	67
2014 Q2	$213K	Sell	4,756 -13,320	-74%	-$573K	0.06%	432
2014 Q1	$775K	Buy	+18,076	New	+$769K	0.25%	123