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Yellowstone Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Yellowstone Partners’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
2017
Q4 		$204K Sell
1,339
-54
-4% -$8.11K 0.12% 158
2017
Q3 		$206K Buy
+1,393
New +$196K 0.11% 173
2016
Q1 		– Sell
-2,264
Closed -$255K – 237
2015
Q4 		$255K Sell
2,264
-666
-23% -$76.8K 0.11% 153
2015
Q3 		$320K Buy
2,930
+707
+32% +$83.8K 0.15% 123
2015
Q2 		$278K Buy
2,223
+121
+6% +$15.1K 0.13% 145
2015
Q1 		$261K Sell
2,102
-99
-4% -$11.9K 0.13% 137
2014
Q4 		$263K Hold
2,201
– – 0.14% 131
2014
Q3 		$241K Hold
2,201
– – 0.14% 137
2014
Q2 		$262K Buy
2,201
+70
+3% +$7.95K 0.15% 132
2014
Q1 		$248K Sell
2,131
-266
-11% -$30.7K 0.16% 129
2013
Q4 		$277K Buy
+2,397
New +$265K 0.18% 113

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Yellowstone Partners's IWM Position: Q4 2017 in Review

Yellowstone Partners reduced its iShares Russell 2000 ETF (IWM) stake by 3.9% in Q4 2017, selling an estimated $8.11K and leaving 1,339 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #158.

Yellowstone Partners first reported a position in IWM in Q4 2013 and has held it in 11 quarters since. The position peaked at $320K in Q3 2015. 1,254 funds tracked by Wall St. Rank hold IWM as of Q4 2017.

  • Yellowstone Partners held 1,339 shares of iShares Russell 2000 ETF worth $204K as of Q4 2017.
  • Yellowstone Partners sold 54 iShares Russell 2000 ETF shares in Q4 2017, an estimated $8.11K.
  • iShares Russell 2000 ETF made up 0.12% of Yellowstone Partners's portfolio in Q4 2017, its #158 holding.
  • Yellowstone Partners first reported a position in iShares Russell 2000 ETF in Q4 2013 and has held it in 11 quarters since.
  • Yellowstone Partners's iShares Russell 2000 ETF position peaked at $320K in Q3 2015.
  • 1,254 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2017.

Based on Yellowstone Partners's 13F filing for Q4 2017, filed 24 Jan 2018.