Braver Wealth Management’s iShares Russell 2000 Value ETF IWN Stock Holding History

Braver Wealth Management’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
2016 Q4	$6.93M	Sell	58,271 -3,280	-5%	-$362K	1.13%	17
2016 Q3	$6.45M	Buy	61,551 +47,324	+333%	+$4.85M	1.08%	25
2016 Q2	$1.38M	Sell	14,227 -78,239	-85%	-$7.45M	0.24%	69
2016 Q1	$8.62M	Buy	+92,466	New	+$8.02M	1.42%	16
2015 Q1	–	Sell	-106,651	Closed	-$10.8M	–	92
2014 Q4	$10.8M	Buy	106,651 +74,760	+234%	+$7.33M	2.22%	13
2014 Q3	$2.98M	Buy	31,891 +2	+0%	+$198	0.9%	22
2014 Q2	$3.29M	Sell	31,889 -131,554	-80%	-$13.1M	0.85%	25
2014 Q1	$16.5M	Buy	163,443 +131,555	+413%	+$13M	4.73%	4
2013 Q4	$3.17M	Sell	31,888 -78,634	-71%	-$7.51M	1.1%	17
2013 Q3	$10M	Buy	110,522 +51,065	+86%	+$4.6M	3.46%	7
2013 Q2	$5.11M	Buy	+59,457	New	+$5.04M	2.35%	9

Other funds holding IWN

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Braver Wealth Management's IWN Position: Q4 2016 in Review

Braver Wealth Management reduced its iShares Russell 2000 Value ETF (IWN) stake by 5.3% in Q4 2016, selling an estimated $362K and leaving 58,271 shares worth $6.93M. The position accounts for 1.13% of the portfolio, ranked #17.

Braver Wealth Management first reported a position in IWN in Q2 2013 and has held it in 11 quarters since. The position peaked at $16.5M in Q1 2014. 560 funds tracked by Wall St. Rank hold IWN as of Q4 2016.

Braver Wealth Management held 58,271 shares of iShares Russell 2000 Value ETF worth $6.93M as of Q4 2016.
Braver Wealth Management sold 3,280 iShares Russell 2000 Value ETF shares in Q4 2016, an estimated $362K.
iShares Russell 2000 Value ETF made up 1.13% of Braver Wealth Management's portfolio in Q4 2016, its #17 holding.
Braver Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 11 quarters since.
Braver Wealth Management's iShares Russell 2000 Value ETF position peaked at $16.5M in Q1 2014.
560 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.