MWM
Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,815
| Closed | -$203K | – | 225 |
|
|
2021
Q3 | $203K | Hold |
1,815
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $205K | Buy |
+1,815
| New | +$205K | 0.02% | 213 |
|
|
2018
Q2 | – | Sell |
-1,764
| Closed | -$217K | – | 189 |
|
|
2018
Q1 | $217K | Buy |
+1,764
| New | +$217K | 0.06% | 170 |
|
|
2015
Q4 | – | Sell |
-16,916
| Closed | -$1.5M | – | 47 |
|
|
2015
Q3 | $1.5M | Buy |
+16,916
| New | +$1.5M | 0.84% | 13 |
|
|
2014
Q1 | – | Sell |
-19,743
| Closed | -$1.67M | – | 71 |
|
|
2013
Q4 | $1.67M | Buy |
19,743
+160
| +0.8% | +$13.5K | 0.71% | 35 |
|
|
2013
Q3 | $1.53M | Buy |
+19,583
| New | +$1.53M | 0.8% | 32 |
|