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	2,238 +1,636	+272%	+$87.1K	0.03%	486
2017 Q1	$31K	Sell	602 -1,384	-70%	-$70.7K	0.01%	785
2016 Q4	$97K	Sell	1,986 -2,450	-55%	-$118K	0.02%	528
2016 Q3	$216K	Hold	4,436	–	–	0.05%	354
2016 Q2	$208K	Sell	4,436 -318	-7%	-$14.7K	0.06%	330
2016 Q1	$219K	Buy	4,754 +3,818	+408%	+$165K	0.06%	280
2015 Q4	$43K	Sell	936 -5,076	-84%	-$236K	0.01%	706
2015 Q3	$266K	Buy	6,012 +304	+5%	+$14.4K	0.08%	234
2015 Q2	$276K	Buy	5,708 +70	+1%	+$3.46K	0.08%	263
2015 Q1	$276K	Sell	5,638 -980	-15%	-$46.8K	0.08%	268
2014 Q4	$309K	Sell	6,618 -1,078	-14%	-$48.8K	0.06%	329
2014 Q3	$340K	Buy	7,696 +2	+0%	+$89	0.06%	335
2014 Q2	$345K	Hold	7,694	–	–	0.06%	337
2014 Q1	$330K	Sell	7,694 -2,106	-21%	-$89.7K	0.07%	330
2013 Q4	$413K	Buy	9,800 +62	+0.6%	+$2.51K	0.06%	348
2013 Q3	$381K	Sell	9,738 -30,624	-76%	-$1.17M	0.06%	336
2013 Q2	$1.45M	Buy	+40,362	New	+$1.44M	0.24%	107