Avalon Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Avalon Capital Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-20,535	Closed	-$2.89M	–	99
2017 Q2	$2.89M	Buy	+20,535	New	+$2.84M	2.14%	17
2015 Q1	–	Sell	-22,480	Closed	-$2.69M	–	74
2014 Q4	$2.69M	Buy	+22,480	New	+$2.57M	2.07%	20
2013 Q3	–	Sell	-15,930	Closed	-$1.54M	–	89
2013 Q2	$1.54M	Buy	+15,930	New	+$1.52M	1.52%	15

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Avalon Capital Management's IWM Position: Q3 2017 in Review

Avalon Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q3 2017, closing a stake of 20,535 shares — an estimated $2.89M sold.

Avalon Capital Management first reported a position in IWM in Q2 2013 and held it in 3 quarters. The position peaked at $2.89M in Q2 2017. 1,098 funds tracked by Wall St. Rank hold IWM as of Q3 2017.

Avalon Capital Management reported no remaining iShares Russell 2000 ETF position as of Q3 2017 after selling out during the quarter.
Avalon Capital Management sold 20,535 iShares Russell 2000 ETF shares in Q3 2017, an estimated $2.89M.
Avalon Capital Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and held it in 3 quarters.
Avalon Capital Management's iShares Russell 2000 ETF position peaked at $2.89M in Q2 2017.
1,098 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2017.

Based on Avalon Capital Management's 13F filing for Q3 2017, filed 23 Oct 2017.