LWM
LBA Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $59K | Hold |
570
| – | – | 0.03% | 187 |
|
|
2016
Q4 | $56K | Hold |
570
| – | – | 0.03% | 183 |
|
|
2016
Q3 | $56K | Hold |
570
| – | – | 0.03% | 189 |
|
|
2016
Q2 | $53K | Hold |
570
| – | – | 0.03% | 190 |
|
|
2016
Q1 | $53K | Hold |
570
| – | – | 0.03% | 190 |
|
|
2015
Q4 | $52K | Hold |
570
| – | – | 0.03% | 202 |
|
|
2015
Q3 | $51K | Hold |
570
| – | – | 0.03% | 175 |
|
|
2015
Q2 | $55K | Hold |
570
| – | – | 0.03% | 157 |
|
|
2015
Q1 | $56K | Hold |
570
| – | – | 0.04% | 163 |
|
|
2014
Q4 | $53K | Hold |
570
| – | – | 0.04% | 163 |
|
|
2014
Q3 | $50K | Hold |
570
| – | – | 0.03% | 168 |
|
|
2014
Q2 | $51K | Hold |
570
| – | – | 0.04% | 163 |
|
|
2014
Q1 | $49K | Hold |
570
| – | – | 0.04% | 159 |
|
|
2013
Q4 | $48K | Buy |
+570
| New | +$48K | 0.04% | 155 |
|