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Aveo Capital Partners’s iShares Russell 2000 Value ETF IWN Stock Holding History

Aveo Capital Partners’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
2017
Q1 		– Sell
-4,399
Closed -$523K – 176
2016
Q4 		$523K Buy
+4,399
New +$486K 0.15% 99

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VNIM
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TAIM
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M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
PNC Financial Services Group
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Aveo Capital Partners's IWN Position: Q1 2017 in Review

Aveo Capital Partners sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2017, closing a stake of 4,399 shares — an estimated $523K sold.

Aveo Capital Partners first reported a position in IWN in Q4 2016 and held it in 1 quarter. The position peaked at $523K in Q4 2016. 544 funds tracked by Wall St. Rank hold IWN as of Q1 2017.

  • Aveo Capital Partners reported no remaining iShares Russell 2000 Value ETF position as of Q1 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 4,399 iShares Russell 2000 Value ETF shares in Q1 2017, an estimated $523K.
  • Aveo Capital Partners first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and held it in 1 quarter.
  • Aveo Capital Partners's iShares Russell 2000 Value ETF position peaked at $523K in Q4 2016.
  • 544 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.