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Yorktown Management & Research Company’s iShares Russell 2000 ETF IWM Stock Holding History

Yorktown Management & Research Company’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
2024
Q1 		– Sell
-4,000
Closed -$803K – 230
2023
Q4 		$803K Buy
+4,000
New +$717K 0.84% 20

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Yorktown Management & Research Company's IWM Position: Q1 2024 in Review

Yorktown Management & Research Company sold out of iShares Russell 2000 ETF (IWM) in Q1 2024, closing a stake of 4,000 shares — an estimated $803K sold.

Yorktown Management & Research Company first reported a position in IWM in Q4 2023 and held it in 1 quarter. The position peaked at $803K in Q4 2023. 2,202 funds tracked by Wall St. Rank hold IWM as of Q1 2024.

  • Yorktown Management & Research Company reported no remaining iShares Russell 2000 ETF position as of Q1 2024 after selling out during the quarter.
  • Yorktown Management & Research Company sold 4,000 iShares Russell 2000 ETF shares in Q1 2024, an estimated $803K.
  • Yorktown Management & Research Company first reported a position in iShares Russell 2000 ETF in Q4 2023 and held it in 1 quarter.
  • Yorktown Management & Research Company's iShares Russell 2000 ETF position peaked at $803K in Q4 2023.
  • 2,202 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2024.

Based on Yorktown Management & Research Company's 13F filing for Q1 2024, filed 26 Apr 2024.