RBA
Richard Bernstein Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-60,610
| Closed | -$5.15M | – | 261 |
|
|
2015
Q4 | $5.15M | Buy |
60,610
+10,858
| +22% | +$923K | 0.66% | 55 |
|
|
2015
Q3 | $4.41M | Buy |
49,752
+8,130
| +20% | +$720K | 0.6% | 56 |
|
|
2015
Q2 | $4.03M | Buy |
41,622
+38,248
| +1,134% | +$3.7M | 0.49% | 84 |
|
|
2015
Q1 | $330K | Buy |
+3,374
| New | +$330K | 0.04% | 191 |
|