Integrated Wealth Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$428K Hold
2016
Q4
$407K Hold
2016
Q3
$394K Buy
2016
Q2
$358K Sell
2016
Q1
$355K Buy
2015
Q4
$364K Sell
2015
Q3
$354K Sell
2015
Q2
$416K Buy
2015
Q1
$400K Buy