Lyons Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Other funds holding IWM
Lyons Wealth Management's IWM Position: Q4 2019 in Review
Lyons Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 11% in Q4 2019, selling an estimated $99.7K and leaving 5,086 shares worth $839K. The position accounts for 2.46% of the portfolio, ranked #7.
Lyons Wealth Management first reported a position in IWM in Q2 2013 and has held it in 22 quarters since. The position peaked at $13M in Q2 2013. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.
- Lyons Wealth Management held 5,086 shares of iShares Russell 2000 ETF worth $839K as of Q4 2019.
- Lyons Wealth Management sold 631 iShares Russell 2000 ETF shares in Q4 2019, an estimated $99.7K.
- iShares Russell 2000 ETF made up 2.46% of Lyons Wealth Management's portfolio in Q4 2019, its #7 holding.
- Lyons Wealth Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 22 quarters since.
- Lyons Wealth Management's iShares Russell 2000 ETF position peaked at $13M in Q2 2013.
- 1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.
Based on Lyons Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.