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Aviance Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aviance Capital Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-17,354
Closed -$1.83M – 259
2016
Q3 		$1.83M Buy
17,354
+3,043
+21% +$321K 0.05% 160
2016
Q2 		$1.48M Buy
14,311
+4,537
+46% +$458K 0.04% 163
2016
Q1 		$966K Buy
9,774
+2,878
+42% +$270K 0.03% 181
2015
Q4 		$675K Buy
6,896
+3,740
+119% +$371K 0.02% 195
2015
Q3 		$294K Sell
3,156
-8,247
-72% -$819K 0.01% 248
2015
Q2 		$1.18M Buy
+11,403
New +$1.2M 1.21% 21

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RJA
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BL
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