Sigma Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-582,924
| Closed | -$25.8M | – | 29 |
|
|
2015
Q3 | $25.8M | Buy |
+582,924
| New | +$25.8M | 16.84% | 1 |
|
|
2015
Q2 | – | Sell |
-564,826
| Closed | -$27.7M | – | 29 |
|
|
2015
Q1 | $27.7M | Buy |
+564,826
| New | +$27.7M | 16.92% | 1 |
|
|
2014
Q1 | – | Sell |
-636,780
| Closed | -$26.9M | – | 30 |
|
|
2013
Q4 | $26.9M | Buy |
+636,780
| New | +$26.9M | 17.91% | 1 |
|