WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $121K | Buy |
2,238
+1,636
| +272% | +$88.5K | 0.03% | 486 |
|
|
2017
Q1 | $31K | Sell |
602
-1,384
| -70% | -$71.3K | 0.01% | 785 |
|
|
2016
Q4 | $97K | Sell |
1,986
-2,450
| -55% | -$120K | 0.02% | 528 |
|
|
2016
Q3 | $216K | Hold |
4,436
| – | – | 0.05% | 354 |
|
|
2016
Q2 | $208K | Sell |
4,436
-318
| -7% | -$14.9K | 0.06% | 330 |
|
|
2016
Q1 | $219K | Buy |
4,754
+3,818
| +408% | +$176K | 0.06% | 280 |
|
|
2015
Q4 | $43K | Sell |
936
-5,076
| -84% | -$233K | 0.01% | 706 |
|
|
2015
Q3 | $266K | Buy |
6,012
+304
| +5% | +$13.5K | 0.08% | 234 |
|
|
2015
Q2 | $276K | Buy |
5,708
+70
| +1% | +$3.39K | 0.08% | 263 |
|
|
2015
Q1 | $276K | Sell |
5,638
-980
| -15% | -$48K | 0.08% | 268 |
|
|
2014
Q4 | $309K | Sell |
6,618
-1,078
| -14% | -$50.3K | 0.06% | 329 |
|
|
2014
Q3 | $340K | Buy |
7,696
+2
| +0% | +$88 | 0.06% | 335 |
|
|
2014
Q2 | $345K | Hold |
7,694
| – | – | 0.06% | 337 |
|
|
2014
Q1 | $330K | Sell |
7,694
-2,106
| -21% | -$90.3K | 0.07% | 330 |
|
|
2013
Q4 | $413K | Buy |
9,800
+62
| +0.6% | +$2.61K | 0.06% | 348 |
|
|
2013
Q3 | $381K | Sell |
9,738
-30,624
| -76% | -$1.2M | 0.06% | 336 |
|
|
2013
Q2 | $1.45M | Buy |
+40,362
| New | +$1.45M | 0.24% | 107 |
|