Integrated Wealth Management’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
2017
Q1
$214K Hold
2016
Q4
$201K Hold
2016
Q3
$201K Buy
2016
Q2
$180K Sell
2016
Q1
$190K Hold
2015
Q4
$190K Sell
2015
Q3
$188K Hold
2015
Q2
$205K Hold
2015
Q1
$207K Buy