Integrated Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Integrated Wealth Management’s Portfolio OEF Stock Details OEF 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	$321K	Sell
2016 Q4	$323K	Sell
2016 Q3	$344K	Sell
2016 Q2	$411K	Sell
2016 Q1	$787K	Buy
2015 Q4	$734K	Buy
2015 Q3	$550K	Sell
2015 Q2	$595K	Buy
2015 Q1	$524K	Buy