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Yorktown Management & Research Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Yorktown Management & Research Company’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-55,000
Closed -$6.52M – 388
2017
Q3 		$6.52M Buy
55,000
+28,000
+104% +$3.26M 1.71% 10
2017
Q2 		$3.14M Buy
27,000
+13,000
+93% +$1.5M 1% 20
2017
Q1 		$1.61M Buy
+14,000
New +$1.61M 0.42% 45

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yorktown Management & Research Company's IWD Position: Q4 2017 in Review

Yorktown Management & Research Company sold out of iShares Russell 1000 Value ETF (IWD) in Q4 2017, closing a stake of 55,000 shares — an estimated $6.52M sold.

Yorktown Management & Research Company first reported a position in IWD in Q1 2017 and held it in 3 quarters. The position peaked at $6.52M in Q3 2017. 857 funds tracked by Wall St. Rank hold IWD as of Q4 2017.

  • Yorktown Management & Research Company reported no remaining iShares Russell 1000 Value ETF position as of Q4 2017 after selling out during the quarter.
  • Yorktown Management & Research Company sold 55,000 iShares Russell 1000 Value ETF shares in Q4 2017, an estimated $6.52M.
  • Yorktown Management & Research Company first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and held it in 3 quarters.
  • Yorktown Management & Research Company's iShares Russell 1000 Value ETF position peaked at $6.52M in Q3 2017.
  • 857 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2017.

Based on Yorktown Management & Research Company's 13F filing for Q4 2017, filed 13 Feb 2018.