WFG Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $121K | Buy |
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|
2017
Q1 | $31K | Sell |
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|
2016
Q4 | $97K | Sell |
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|
2016
Q3 | $216K | Hold |
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|
2016
Q2 | $208K | Sell |
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|
2016
Q1 | $219K | Buy |
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|
2015
Q4 | $43K | Sell |
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|
2015
Q3 | $266K | Buy |
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|
2015
Q2 | $276K | Buy |
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|
2015
Q1 | $276K | Sell |
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|
2014
Q4 | $309K | Sell |
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|
2014
Q3 | $340K | Buy |
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|
2014
Q2 | $345K | Hold |
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|
2014
Q1 | $330K | Sell |
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|
2013
Q4 | $413K | Buy |
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|
2013
Q3 | $381K | Sell |
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|
2013
Q2 | $1.45M | Buy |
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