Sterneck Capital 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
2018
Q4
Sell
-5,142
Closed -$349K 87
2018
Q3
$349K Buy
5,142
+80
+2% +$5.43K 0.25% 70
2018
Q2
$321K Sell
5,062
-494
-9% -$31.3K 0.22% 76
2018
Q1
$342K Sell
5,556
-1,094
-16% -$67.3K 0.2% 87
2017
Q4
$401K Buy
+6,650
New +$401K 0.24% 82