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Advocacy Wealth Management Services’s iShares Russell 2000 Value ETF IWN Stock Holding History

Advocacy Wealth Management Services’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
2016
Q1 		– Sell
-150
Closed -$14K – 533
2015
Q4 		$14K Buy
+150
New +$14.2K 0.02% 308

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advocacy Wealth Management Services's IWN Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2016, closing a stake of 150 shares — an estimated $14K sold.

Advocacy Wealth Management Services first reported a position in IWN in Q4 2015 and held it in 1 quarter. The position peaked at $14K in Q4 2015. 422 funds tracked by Wall St. Rank hold IWN as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining iShares Russell 2000 Value ETF position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 150 iShares Russell 2000 Value ETF shares in Q1 2016, an estimated $14K.
  • Advocacy Wealth Management Services first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's iShares Russell 2000 Value ETF position peaked at $14K in Q4 2015.
  • 422 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.