Integrated Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Integrated Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell
2016 Q3	$89K	Sell
2016 Q2	$113K	Buy
2016 Q1	$75K	Buy
2015 Q4	$26K	Hold
2015 Q3	$25K	Hold
2015 Q2	$28K	Hold
2015 Q1	$28K	Buy