Merriman Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q1
Sell
-270,948
Closed -$10.2M 72
2013
Q4
$10.2M Sell
270,948
-14,912
-5% -$559K 4.31% 5
2013
Q3
$9.94M Sell
285,860
-9,040
-3% -$314K 5.2% 4
2013
Q2
$9.58M Buy
+294,900
New +$9.58M 12.47% 1