Partnervest Advisory Services’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
Q3
Sell
-1,484
Closed -$60K 473
2014
Q2
$60K Sell
1,484
-244
-14% -$9.87K 0.03% 340
2014
Q1
$67K Buy
1,728
+4
+0.2% +$155 0.03% 286
2013
Q4
$65K Buy
1,724
+8
+0.5% +$302 0.03% 273
2013
Q3
$60K Buy
+1,716
New +$60K 0.03% 251