Wisconsin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $669K | Sell |
14,350
-400
| -3% | -$18.6K | 0.24% | 80 |
|
|
2014
Q3 | $652K | Sell |
14,750
-50
| -0.3% | -$2.21K | 0.24% | 80 |
|
|
2014
Q2 | $663K | Hold |
14,800
| – | – | 0.24% | 78 |
|
|
2014
Q1 | $635K | Sell |
14,800
-400
| -3% | -$17.2K | 0.24% | 77 |
|
|
2013
Q4 | $641K | Hold |
15,200
| – | – | 0.25% | 72 |
|
|
2013
Q3 | $594K | Hold |
15,200
| – | – | 0.25% | 69 |
|
|
2013
Q2 | $545K | Buy |
+15,200
| New | +$545K | 0.23% | 65 |
|