Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $214K | Hold |
4,134
| – | – | 0.07% | 240 |
|
|
2016
Q4 | $201K | Hold |
4,134
| – | – | 0.07% | 237 |
|
|
2016
Q3 | $201K | Buy |
4,134
+286
| +7% | +$13.9K | 0.07% | 225 |
|
|
2016
Q2 | $180K | Sell |
3,848
-284
| -7% | -$13.3K | 0.07% | 227 |
|
|
2016
Q1 | $190K | Hold |
4,132
| – | – | 0.08% | 195 |
|
|
2015
Q4 | $190K | Sell |
4,132
-108
| -3% | -$4.97K | 0.08% | 192 |
|
|
2015
Q3 | $188K | Hold |
4,240
| – | – | 0.08% | 191 |
|
|
2015
Q2 | $205K | Hold |
4,240
| – | – | 0.08% | 188 |
|
|
2015
Q1 | $207K | Buy |
+4,240
| New | +$207K | 0.09% | 179 |
|