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

Aviance Capital Partners’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
2019
Q2 		– Sell
-1,640
Closed -$203K – 217
2019
Q1 		$203K Buy
+1,640
New +$197K 0.06% 203
2018
Q4 		– Sell
-1,640
Closed -$208K – 213
2018
Q3 		$208K Sell
1,640
-94
-5% -$11.8K 0.05% 206
2018
Q2 		$210K Buy
+1,734
New +$211K 0.06% 212

Other funds holding IWD

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Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Aviance Capital Partners's IWD Position: Q2 2019 in Review

Aviance Capital Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2019, closing a stake of 1,640 shares — an estimated $203K sold.

Aviance Capital Partners first reported a position in IWD in Q2 2018 and held it in 3 quarters. The position peaked at $210K in Q2 2018. 966 funds tracked by Wall St. Rank hold IWD as of Q2 2019.

  • Aviance Capital Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2019 after selling out during the quarter.
  • Aviance Capital Partners sold 1,640 iShares Russell 1000 Value ETF shares in Q2 2019, an estimated $203K.
  • Aviance Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and held it in 3 quarters.
  • Aviance Capital Partners's iShares Russell 1000 Value ETF position peaked at $210K in Q2 2018.
  • 966 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2019.

Based on Aviance Capital Partners's 13F filing for Q2 2019, filed 12 Aug 2019.