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	–	146
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 $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Aviance Capital Management's IWM Position: Q2 2018 in Review

Aviance Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q2 2018, closing a stake of 70 shares — an estimated $11K sold.

Aviance Capital Management first reported a position in IWM in Q3 2013 and held it in 13 quarters. The position peaked at $5.37M in Q1 2015. 1,268 funds tracked by Wall St. Rank hold IWM as of Q2 2018.

Aviance Capital Management reported no remaining iShares Russell 2000 ETF position as of Q2 2018 after selling out during the quarter.
Aviance Capital Management sold 70 iShares Russell 2000 ETF shares in Q2 2018, an estimated $11K.
Aviance Capital Management first reported a position in iShares Russell 2000 ETF in Q3 2013 and held it in 13 quarters.
Aviance Capital Management's iShares Russell 2000 ETF position peaked at $5.37M in Q1 2015.
1,268 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2018.

Based on Aviance Capital Management's 13F filing for Q2 2018, filed 9 Aug 2018.