AIA
IWN icon

Avalon Investment & Advisory’s iShares Russell 2000 Value ETF IWN Stock Holding History

Avalon Investment & Advisory’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
Q4 		– Sell
-8,794
Closed -$1.17M – 324
2018
Q3 		$1.17M Buy
8,794
+546
+7% +$73.5K 0.03% 253
2018
Q2 		$1.09M Buy
8,248
+45
+0.5% +$5.8K 0.03% 248
2018
Q1 		$1M Buy
8,203
+563
+7% +$70.5K 0.03% 260
2017
Q4 		$961K Hold
7,640
– – 0.03% 254
2017
Q3 		$948K Hold
7,640
– – 0.03% 258
2017
Q2 		$908K Hold
7,640
– – 0.03% 270
2017
Q1 		$903K Hold
7,640
– – 0.03% 256
2016
Q4 		$909K Buy
+7,640
New +$844K 0.03% 239

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return