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Mountain Capital Investment Advisors’s iShares Russell 2000 Value ETF IWN Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-65
Closed -$8K – 221
2017
Q3 		$8K Hold
65
– – 0.01% 296
2017
Q2 		$8K Buy
+65
New +$7.64K 0.01% 321

Other funds holding IWN

TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mountain Capital Investment Advisors's IWN Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2017, closing a stake of 65 shares — an estimated $8K sold.

Mountain Capital Investment Advisors first reported a position in IWN in Q2 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 630 funds tracked by Wall St. Rank hold IWN as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining iShares Russell 2000 Value ETF position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 65 iShares Russell 2000 Value ETF shares in Q4 2017, an estimated $8K.
  • Mountain Capital Investment Advisors first reported a position in iShares Russell 2000 Value ETF in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's iShares Russell 2000 Value ETF position peaked at $8K in Q3 2017.
  • 630 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.