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Ashford Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Ashford Capital Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-75,700
Closed -$8.53M – 104
2015
Q4 		$8.53M Buy
+75,700
New +$8.73M 2% 17

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CS
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Ashford Capital Management's IWM Position: Q1 2016 in Review

Ashford Capital Management sold out of iShares Russell 2000 ETF (IWM) in Q1 2016, closing a stake of 75,700 shares — an estimated $8.53M sold.

Ashford Capital Management first reported a position in IWM in Q4 2015 and held it in 1 quarter. The position peaked at $8.53M in Q4 2015. 890 funds tracked by Wall St. Rank hold IWM as of Q1 2016.

  • Ashford Capital Management reported no remaining iShares Russell 2000 ETF position as of Q1 2016 after selling out during the quarter.
  • Ashford Capital Management sold 75,700 iShares Russell 2000 ETF shares in Q1 2016, an estimated $8.53M.
  • Ashford Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2015 and held it in 1 quarter.
  • Ashford Capital Management's iShares Russell 2000 ETF position peaked at $8.53M in Q4 2015.
  • 890 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2016.

Based on Ashford Capital Management's 13F filing for Q1 2016, filed 13 May 2016.