AC
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AFAM Capital’s iShares Russell 2000 Value ETF IWN Stock Holding History

AFAM Capital’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
2018
Q3 		– Sell
-1,735
Closed -$229K – 178
2018
Q2 		$229K Sell
1,735
-30
-2% -$3.87K 0.03% 185
2018
Q1 		$215K Sell
1,765
-21,049
-92% -$2.64M 0.02% 193
2017
Q4 		$2.87M Buy
22,814
+12,493
+121% +$1.56M 0.32% 121
2017
Q3 		$1.28M Buy
+10,321
New +$1.22M 0.15% 157
2017
Q1 		– Sell
-2,926
Closed -$348K – 190
2016
Q4 		$348K Sell
2,926
-10,658
-78% -$1.18M 0.05% 177
2016
Q3 		$1.42M Buy
+13,584
New +$1.39M 0.23% 134
2013
Q4 		– Sell
-2,675
Closed -$245K – 143
2013
Q3 		$245K Sell
2,675
-1,075
-29% -$96.9K 0.03% 136
2013
Q2 		$322K Buy
+3,750
New +$318K 0.04% 137

Other funds holding IWN

TF
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Bank of America
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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