Strategic Capital Group’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
$1.69M Hold
14,334
0.53% 66
2014
Q1
$1.61M Sell
14,334
-367
-2% -$41.2K 0.52% 67
2013
Q4
$1.63M Sell
14,701
-694
-5% -$76.8K 1.27% 24
2013
Q3
$1.56M Buy
15,395
+886
+6% +$89.6K 0.58% 67
2013
Q2
$1.4M Buy
+14,509
New +$1.4M 0.7% 57