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

Concert 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	–	Sell	-1,617	Closed	-$169K	–	718
2016 Q3	$169K	Buy	+1,617	New	+$166K	0.02%	679
2014 Q1	–	Sell	-2,040	Closed	-$201K	–	574
2013 Q4	$201K	Sell	2,040 -198	-9%	-$18.9K	0.03%	494
2013 Q3	$204K	Buy	+2,238	New	+$202K	0.03%	478

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

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

Concert Wealth Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2016, closing a stake of 1,617 shares — an estimated $169K sold.

Concert Wealth Management first reported a position in IWN in Q3 2013 and held it in 3 quarters. The position peaked at $204K in Q3 2013. 560 funds tracked by Wall St. Rank hold IWN as of Q4 2016.

Concert Wealth Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 1,617 iShares Russell 2000 Value ETF shares in Q4 2016, an estimated $169K.
Concert Wealth Management first reported a position in iShares Russell 2000 Value ETF in Q3 2013 and held it in 3 quarters.
Concert Wealth Management's iShares Russell 2000 Value ETF position peaked at $204K in Q3 2013.
560 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.