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Spectrum Asset Management (California)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Spectrum Asset Management (California)’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-6,180
Closed -$289K – 51
2016
Q2 		$289K Hold
6,180
– – 0.34% 39
2016
Q1 		$285K Hold
6,180
– – 0.36% 37
2015
Q4 		$284K Hold
6,180
– – 0.32% 49
2015
Q3 		$274K Sell
6,180
-260
-4% -$11.5K 0.32% 45
2015
Q2 		$312K Buy
+6,440
New +$312K 0.27% 52