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ACM
Aviance Capital Management’s
iShares Russell 2000 ETF
IWM
Stock Holding History
Aviance 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
2018
Q2
–
Sell
-70
Closed
-$11K
–
248
2018
Q1
$11K
Hold
70
–
–
﹤0.01%
226
2017
Q4
$11K
Sell
70
-144
-67%
-$21.6K
﹤0.01%
245
2017
Q3
$32K
Buy
214
+32
+18%
+$4.5K
﹤0.01%
233
2017
Q2
$26K
Buy
+182
New
+$25.2K
﹤0.01%
230
2017
Q1
–
Sell
-4,695
Closed
-$633K
–
196
2016
Q4
$633K
Sell
4,695
-6,740
-59%
-$861K
0.03%
148
2016
Q3
$1.42M
Buy
+11,435
New
+$1.39M
0.04%
183
2015
Q2
–
Sell
-43,156
Closed
-$5.37M
–
148
2015
Q1
$5.37M
Buy
43,156
+22,199
+106%
+$2.68M
0.2%
85
2014
Q4
$2.51M
Buy
20,957
+14,996
+252%
+$1.71M
0.09%
132
2014
Q3
$652K
Buy
5,961
+1,777
+42%
+$203K
0.03%
207
2014
Q2
$497K
Buy
4,184
+1,252
+43%
+$142K
0.02%
226
2014
Q1
$341K
Buy
2,932
+2,095
+250%
+$242K
0.02%
238
2013
Q4
$97K
Sell
837
-100
-11%
-$11K
0.05%
199
2013
Q3
$100K
Buy
+937
New
+$96.9K
0.06%
175
Other funds holding IWM
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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