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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$204K Sell
2017
Q3
$206K Buy
2016
Q1
Sell
2015
Q4
$255K Sell
2015
Q3
$320K Buy
2015
Q2
$278K Buy
2015
Q1
$261K Sell
2014
Q4
$263K Hold
2014
Q3
$241K Hold
2014
Q2
$262K Buy
2014
Q1
$248K Sell
2013
Q4
$277K Buy