AIM
IWN icon

Advantage Investment Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Advantage Investment Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-52
Closed -$6K – 969
2018
Q4 		$6K Hold
52
– – ﹤0.01% 758
2018
Q3 		$7K Hold
52
– – ﹤0.01% 788
2018
Q2 		$7K Hold
52
– – 0.01% 708
2018
Q1 		$6K Buy
+52
New +$6.51K ﹤0.01% 773
2017
Q4 		– Sell
-61
Closed -$8K – 1034
2017
Q3 		$8K Hold
61
– – ﹤0.01% 738
2017
Q2 		$7K Hold
61
– – ﹤0.01% 771
2017
Q1 		$7K Hold
61
– – ﹤0.01% 751
2016
Q4 		$7K Sell
61
-276
-82% -$30.5K ﹤0.01% 697
2016
Q3 		$35K Buy
337
+276
+452% +$28.3K 0.01% 401
2016
Q2 		$6K Buy
+61
New +$5.81K ﹤0.01% 672

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
SV
Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.57B AUM 12.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return