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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$211K	Buy
2016 Q4	–	Sell
2016 Q3	$184K	Buy
2016 Q2	$153K	Sell
2016 Q1	$158K	Buy
2015 Q4	$145K	Sell
2015 Q3	$146K	Hold
2015 Q2	$161K	Hold
2015 Q1	$164K	Buy