Northstar Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q3
Sell
-4,000
Closed -$285K 184
2019
Q2
$285K Buy
4,000
+280
+8% +$20K 0.13% 148
2019
Q1
$252K Buy
+3,720
New +$252K 0.12% 153