Michael J. Puzo’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
2015
Q3
$438K Sell
2015
Q2
$541K Hold
2015
Q1
$540K Hold
2014
Q4
$522K Sell
2014
Q3
$513K Sell
2014
Q2
$564K Sell
2014
Q1
$581K Hold
2013
Q4
$577K Buy
2013
Q3
$216K Hold
2013
Q2
$201K Buy