Integrated Wealth Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
$1.45M Buy
12,771
+8
+0.1% +$910 0.49% 58
2016
Q4
$1.34M Buy
12,763
+6
+0% +$629 0.5% 60
2016
Q3
$1.33M Buy
12,757
+1,158
+10% +$121K 0.48% 57
2016
Q2
$1.16M Sell
11,599
-88
-0.8% -$8.83K 0.45% 55
2016
Q1
$1.17M Buy
11,687
+7
+0.1% +$698 0.49% 49
2015
Q4
$1.16M Buy
11,680
+2
+0% +$199 0.5% 48
2015
Q3
$1.09M Buy
11,678
+367
+3% +$34.1K 0.48% 52
2015
Q2
$1.12M Buy
11,311
+3
+0% +$297 0.43% 54
2015
Q1
$1.12M Buy
+11,308
New +$1.12M 0.47% 50