Clear Perspective Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Clear Perspective Advisors’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
2018 Q3	–	Sell	-406	Closed	-$54K	–	282
2018 Q2	$54K	Buy	+406	New	+$52.3K	0.04%	242
2017 Q4	–	Sell	-391	Closed	-$49K	–	477
2017 Q3	$49K	Buy	+391	New	+$46.1K	0.04%	235

Other funds holding IWN

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clear Perspective Advisors's IWN Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2018, closing a stake of 406 shares — an estimated $54K sold.

Clear Perspective Advisors first reported a position in IWN in Q3 2017 and held it in 2 quarters. The position peaked at $54K in Q2 2018. 620 funds tracked by Wall St. Rank hold IWN as of Q3 2018.

Clear Perspective Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 406 iShares Russell 2000 Value ETF shares in Q3 2018, an estimated $54K.
Clear Perspective Advisors first reported a position in iShares Russell 2000 Value ETF in Q3 2017 and held it in 2 quarters.
Clear Perspective Advisors's iShares Russell 2000 Value ETF position peaked at $54K in Q2 2018.
620 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.