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Texas Yale Capital Corp’s iShares Russell 3000 ETF IWV Stock Holding History

Texas Yale Capital Corp’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,300
Closed -$569K – 430
2018
Q3 		$569K Hold
3,300
– – 0.05% 307
2018
Q2 		$536K Hold
3,300
– – 0.05% 312
2018
Q1 		$516K Buy
+3,300
New +$533K 0.04% 320

Other funds holding IWV

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SIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Texas Yale Capital Corp sold out of iShares Russell 3000 ETF (IWV) in Q4 2018, closing a stake of 3,300 shares — an estimated $569K sold.

Texas Yale Capital Corp first reported a position in IWV in Q1 2018 and held it in 3 quarters. The position peaked at $569K in Q3 2018. 464 funds tracked by Wall St. Rank hold IWV as of Q4 2018.

  • Texas Yale Capital Corp reported no remaining iShares Russell 3000 ETF position as of Q4 2018 after selling out during the quarter.
  • Texas Yale Capital Corp sold 3,300 iShares Russell 3000 ETF shares in Q4 2018, an estimated $569K.
  • Texas Yale Capital Corp first reported a position in iShares Russell 3000 ETF in Q1 2018 and held it in 3 quarters.
  • Texas Yale Capital Corp's iShares Russell 3000 ETF position peaked at $569K in Q3 2018.
  • 464 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2018.

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