MWM
Merriman Wealth Management’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-12,441
| Closed | -$1.5M | – | 46 |
|
|
2015
Q3 | $1.5M | Buy |
+12,441
| New | +$1.5M | 0.84% | 14 |
|
|
2014
Q1 | – | Sell |
-13,945
| Closed | -$1.65M | – | 67 |
|
|
2013
Q4 | $1.65M | Buy |
13,945
+10
| +0.1% | +$1.19K | 0.7% | 36 |
|
|
2013
Q3 | $1.51M | Buy |
+13,935
| New | +$1.51M | 0.79% | 33 |
|