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

Frontier 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
2017
Q1 		– Sell
-3,619
Closed -$430K – 412
2016
Q4 		$430K Sell
3,619
-1,500
-29% -$166K 0.07% 235
2016
Q3 		$536K Sell
5,119
-579
-10% -$59.3K 0.08% 197
2016
Q2 		$554K Hold
5,698
– – 0.09% 195
2016
Q1 		$531K Buy
5,698
+6
+0.1% +$521 0.04% 193
2015
Q4 		$523K Buy
5,692
+2
+0% +$190 0.08% 190
2015
Q3 		$513K Sell
5,690
-34
-0.6% -$3.26K 0.08% 206
2015
Q2 		$584K Buy
5,724
+3,002
+110% +$309K 0.09% 186
2015
Q1 		$281K Buy
+2,722
New +$275K 0.05% 239

Other funds holding IWN

TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return