Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $579K | Buy |
12,392
+4,264
| +52% | +$199K | 0.11% | 238 |
|
|
2016
Q1 | $374K | Sell |
8,128
-4,214
| -34% | -$194K | 0.07% | 360 |
|
|
2015
Q4 | $567K | Buy |
12,342
+314
| +3% | +$14.4K | 0.11% | 256 |
|
|
2015
Q3 | $532K | Buy |
12,028
+5,956
| +98% | +$263K | 0.11% | 264 |
|
|
2015
Q2 | $294K | Buy |
6,072
+32
| +0.5% | +$1.55K | 0.05% | 481 |
|
|
2015
Q1 | $295K | Buy |
6,040
+540
| +10% | +$26.4K | 0.05% | 461 |
|
|
2014
Q4 | $256K | Hold |
5,500
| – | – | 0.05% | 497 |
|
|
2014
Q3 | $242K | Sell |
5,500
-20
| -0.4% | -$880 | 0.05% | 502 |
|
|
2014
Q2 | $247K | Hold |
5,520
| – | – | 0.04% | 518 |
|
|
2014
Q1 | $236K | Buy |
5,520
+280
| +5% | +$12K | 0.05% | 475 |
|
|
2013
Q4 | $221K | Buy |
+5,240
| New | +$221K | 0.05% | 461 |
|