Texas Yale Capital Corp’s iShares Russell 2000 ETF IWM Stock Holding History

Texas Yale Capital Corp’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
2018 Q4	–	Sell	-2,305	Closed	-$389K	–	427
2018 Q3	$389K	Hold	2,305	–	–	0.03%	353
2018 Q2	$377K	Hold	2,305	–	–	0.03%	354
2018 Q1	$350K	Sell	2,305 -850	-27%	-$131K	0.03%	365
2017 Q4	$481K	Buy	3,155 +505	+19%	+$75.9K	0.04%	328
2017 Q3	$393K	Hold	2,650	–	–	0.03%	347
2017 Q2	$373K	Hold	2,650	–	–	0.03%	351
2017 Q1	$364K	Buy	2,650 +35	+1%	+$4.78K	0.03%	350
2016 Q4	$353K	Buy	+2,615	New	+$334K	0.03%	346

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Texas Yale Capital Corp's IWM Position: Q4 2018 in Review

Texas Yale Capital Corp sold out of iShares Russell 2000 ETF (IWM) in Q4 2018, closing a stake of 2,305 shares — an estimated $389K sold.

Texas Yale Capital Corp first reported a position in IWM in Q4 2016 and held it in 8 quarters. The position peaked at $481K in Q4 2017. 1,400 funds tracked by Wall St. Rank hold IWM as of Q4 2018.

Texas Yale Capital Corp reported no remaining iShares Russell 2000 ETF position as of Q4 2018 after selling out during the quarter.
Texas Yale Capital Corp sold 2,305 iShares Russell 2000 ETF shares in Q4 2018, an estimated $389K.
Texas Yale Capital Corp first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 8 quarters.
Texas Yale Capital Corp's iShares Russell 2000 ETF position peaked at $481K in Q4 2017.
1,400 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2018.

Based on Texas Yale Capital Corp's 13F filing for Q4 2018, filed 11 Feb 2019.